WFG Advisors’s CSI Compressco LP CCLP Stock Holding History

WFG Advisors’s Portfolio CCLP Stock Details CCLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-3,250	Closed	-$68K	–	2337
2013 Q3	$68K	Hold	3,250	–	–	0.01%	816
2013 Q2	$62K	Buy	+3,250	New	+$67.9K	0.01%	810

Other funds holding CCLP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's CCLP Position: Q4 2013 in Review

WFG Advisors sold out of CSI Compressco LP (CCLP) in Q4 2013, closing a stake of 3,250 shares — an estimated $68K sold.

WFG Advisors first reported a position in CCLP in Q2 2013 and held it in 2 quarters. The position peaked at $68K in Q3 2013. 13 funds tracked by Wall St. Rank hold CCLP as of Q4 2013.

WFG Advisors reported no remaining CSI Compressco LP position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 3,250 CSI Compressco LP shares in Q4 2013, an estimated $68K.
WFG Advisors first reported a position in CSI Compressco LP in Q2 2013 and held it in 2 quarters.
WFG Advisors's CSI Compressco LP position peaked at $68K in Q3 2013.
13 funds tracked by Wall St. Rank held CSI Compressco LP as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.