WA
RGP

WFG Advisors’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

WFG Advisors’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-42,779
Closed -$978K – 1910
2015
Q1 		$978K Sell
42,779
-64,194
-60% -$1.51M 0.27% 79
2014
Q4 		$2.57M Buy
106,973
+10,712
+11% +$303K 0.52% 28
2014
Q3 		$3.14M Buy
96,261
+3,465
+4% +$110K 0.6% 20
2014
Q2 		$2.99M Buy
92,796
+85,971
+1,260% +$2.42M 0.56% 22
2014
Q1 		$186K Sell
6,825
-26,169
-79% -$700K 0.04% 451
2013
Q4 		$866K Buy
32,994
+1,133
+4% +$28.9K 0.12% 196
2013
Q3 		$911K Sell
31,861
-77,092
-71% -$2.14M 0.14% 171
2013
Q2 		$2.94M Buy
+108,953
New +$2.83M 0.49% 40

Other funds holding RGP

MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

WFG Advisors's RGP Position: Q2 2015 in Review

WFG Advisors sold out of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) in Q2 2015, closing a stake of 42,779 shares — an estimated $978K sold.

WFG Advisors first reported a position in RGP in Q2 2013 and held it in 8 quarters. The position peaked at $3.14M in Q3 2014. 1 fund tracked by Wall St. Rank holds RGP as of Q2 2015.

  • WFG Advisors reported no remaining REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 42,779 REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS shares in Q2 2015, an estimated $978K.
  • WFG Advisors first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $3.14M in Q3 2014.
  • 1 fund tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.