AWA
CEQP

Acorn Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Acorn Wealth Advisors’s Portfolio CEQP Stock Details CEQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-336
Closed -$9K – 864
2017
Q4 		$9K Buy
+336
New +$8.18K 0.01% 523

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Acorn Wealth Advisors's CEQP Position: Q1 2018 in Review

Acorn Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q1 2018, closing a stake of 336 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in CEQP in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 116 funds tracked by Wall St. Rank hold CEQP as of Q1 2018.

  • Acorn Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q1 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 336 Crestwood Equity Partners LP shares in Q1 2018, an estimated $9K.
  • Acorn Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 1 quarter.
  • Acorn Wealth Advisors's Crestwood Equity Partners LP position peaked at $9K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2018.

Based on Acorn Wealth Advisors's 13F filing for Q1 2018, filed 14 May 2018.