WAM
CELP

Wealthspire Advisors (Maryland)’s Cypress Environmental Partners, L.P. CELP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CELP Stock Details CELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,700
Closed -$17K – 1935
2016
Q3 		$17K Hold
1,700
– – ﹤0.01% 1114
2016
Q2 		$17K Buy
+1,700
New +$15K ﹤0.01% 1060

Other funds holding CELP

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CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CELP Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Cypress Environmental Partners, L.P. (CELP) in Q4 2016, closing a stake of 1,700 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in CELP in Q2 2016 and held it in 2 quarters. The position peaked at $17K in Q3 2016. 17 funds tracked by Wall St. Rank hold CELP as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Cypress Environmental Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,700 Cypress Environmental Partners, L.P. shares in Q4 2016, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Cypress Environmental Partners, L.P. in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Cypress Environmental Partners, L.P. position peaked at $17K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.