WFG Advisors’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,926
| Closed | -$201K | – | 1790 |
|
|
2015
Q2 | $201K | Sell |
17,926
-376
| -2% | -$4.22K | 0.06% | 348 |
|
|
2015
Q1 | $266K | Sell |
18,302
-3,308
| -15% | -$48.1K | 0.07% | 283 |
|
|
2014
Q4 | $328K | Sell |
21,610
-1,037
| -5% | -$15.7K | 0.07% | 316 |
|
|
2014
Q3 | $513K | Sell |
22,647
-239
| -1% | -$5.41K | 0.1% | 249 |
|
|
2014
Q2 | $505K | Buy |
22,886
+144
| +0.6% | +$3.18K | 0.09% | 260 |
|
|
2014
Q1 | $513K | Sell |
22,742
-28
| -0.1% | -$632 | 0.1% | 239 |
|
|
2013
Q4 | $567K | Buy |
+22,770
| New | +$567K | 0.08% | 286 |
|
|
2013
Q3 | – | Sell |
-7,677
| Closed | -$171K | – | 2333 |
|
|
2013
Q2 | $171K | Buy |
+7,677
| New | +$171K | 0.03% | 504 |
|