WA
CMLP

WFG Advisors’s CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) CMLP Stock Holding History

WFG Advisors’s Portfolio CMLP Stock Details CMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-17,926
Closed -$201K – 1798
2015
Q2 		$201K Sell
17,926
-376
-2% -$5.32K 0.06% 348
2015
Q1 		$266K Sell
18,302
-3,308
-15% -$49.7K 0.07% 283
2014
Q4 		$328K Sell
21,610
-1,037
-5% -$19.8K 0.07% 316
2014
Q3 		$513K Sell
22,647
-239
-1% -$5.35K 0.1% 249
2014
Q2 		$505K Buy
22,886
+144
+0.6% +$3.22K 0.09% 260
2014
Q1 		$513K Sell
22,742
-28
-0.1% -$644 0.1% 239
2013
Q4 		$567K Buy
+22,770
New +$506K 0.08% 286
2013
Q3 		– Sell
-7,677
Closed -$171K – 2333
2013
Q2 		$171K Buy
+7,677
New +$179K 0.03% 504

Other funds holding CMLP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's CMLP Position: Q3 2015 in Review

WFG Advisors sold out of CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) (CMLP) in Q3 2015, closing a stake of 17,926 shares — an estimated $201K sold.

WFG Advisors first reported a position in CMLP in Q2 2013 and held it in 8 quarters. The position peaked at $567K in Q4 2013. 113 funds tracked by Wall St. Rank hold CMLP as of Q3 2015.

  • WFG Advisors reported no remaining CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 17,926 CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) shares in Q3 2015, an estimated $201K.
  • WFG Advisors first reported a position in CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) position peaked at $567K in Q4 2013.
  • 113 funds tracked by Wall St. Rank held CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE) as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.