WFG Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-42,779
| Closed | -$978K | – | 1896 |
|
|
2015
Q1 | $978K | Sell |
42,779
-64,194
| -60% | -$1.47M | 0.27% | 79 |
|
|
2014
Q4 | $2.57M | Buy |
106,973
+10,712
| +11% | +$257K | 0.52% | 28 |
|
|
2014
Q3 | $3.14M | Buy |
96,261
+3,465
| +4% | +$113K | 0.6% | 20 |
|
|
2014
Q2 | $2.99M | Buy |
92,796
+85,971
| +1,260% | +$2.77M | 0.56% | 22 |
|
|
2014
Q1 | $186K | Sell |
6,825
-26,169
| -79% | -$713K | 0.04% | 451 |
|
|
2013
Q4 | $866K | Buy |
32,994
+1,133
| +4% | +$29.7K | 0.12% | 196 |
|
|
2013
Q3 | $911K | Sell |
31,861
-77,092
| -71% | -$2.2M | 0.14% | 171 |
|
|
2013
Q2 | $2.94M | Buy |
+108,953
| New | +$2.94M | 0.49% | 40 |
|