AIM
CEQP

Advantage Investment Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Advantage Investment Management’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
2017
Q2 		– Sell
-744
Closed -$20K – 1132
2017
Q1 		$20K Sell
744
-74
-9% -$1.94K 0.01% 555
2016
Q4 		$21K Sell
818
-62
-7% -$1.35K 0.01% 500
2016
Q3 		$19K Sell
880
-35
-4% -$730 0.01% 515
2016
Q2 		$18K Buy
+915
New +$16.5K 0.01% 491

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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Advantage Investment Management's CEQP Position: Q2 2017 in Review

Advantage Investment Management sold out of Crestwood Equity Partners LP (CEQP) in Q2 2017, closing a stake of 744 shares — an estimated $20K sold.

Advantage Investment Management first reported a position in CEQP in Q2 2016 and held it in 4 quarters. The position peaked at $21K in Q4 2016. 109 funds tracked by Wall St. Rank hold CEQP as of Q2 2017.

  • Advantage Investment Management reported no remaining Crestwood Equity Partners LP position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 744 Crestwood Equity Partners LP shares in Q2 2017, an estimated $20K.
  • Advantage Investment Management first reported a position in Crestwood Equity Partners LP in Q2 2016 and held it in 4 quarters.
  • Advantage Investment Management's Crestwood Equity Partners LP position peaked at $21K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.