WFG Advisors’s Cheniere Energy CQP Stock Holding History

WFG Advisors’s Portfolio CQP Stock Details CQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,079	Closed	-$61K	–	1578
2016 Q3	$61K	Buy	+2,079	New	+$57.7K	0.02%	655
2016 Q1	–	Sell	-860	Closed	-$22K	–	1548
2015 Q4	$22K	Hold	860	–	–	0.01%	868
2015 Q3	$23K	Sell	860 -5,855	-87%	-$171K	0.01%	849
2015 Q2	$207K	Sell	6,715 -729	-10%	-$23.4K	0.06%	339
2015 Q1	$223K	Sell	7,444 -4,957	-40%	-$153K	0.06%	325
2014 Q4	$397K	Sell	12,401 -5,105	-29%	-$156K	0.08%	271
2014 Q3	$573K	Sell	17,506 -159	-0.9%	-$5.19K	0.11%	225
2014 Q2	$584K	Buy	17,665 +686	+4%	+$22.4K	0.11%	219
2014 Q1	$509K	Buy	16,979 +3,456	+26%	+$99.3K	0.1%	241
2013 Q4	$387K	Sell	13,523 -1,082	-7%	-$31.4K	0.06%	361
2013 Q3	$385K	Buy	14,605 +3,598	+33%	+$101K	0.06%	334
2013 Q2	$329K	Buy	+11,007	New	+$306K	0.05%	348

Other funds holding CQP

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return