Advisor Group’s Crestwood Equity Partners LP CEQP Stock Holding History

Advisor Group’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
2019 Q4	$17K	Sell	541 -159	-23%	-$5.23K	﹤0.01%	4063
2019 Q3	$25K	Sell	700 -31	-4%	-$1.13K	﹤0.01%	3827
2019 Q2	$26K	Buy	731 +61	+9%	+$2.18K	﹤0.01%	3817
2019 Q1	$23K	Sell	670 -108	-14%	-$3.5K	﹤0.01%	3916
2018 Q4	$22K	Sell	778 -82	-10%	-$2.69K	﹤0.01%	3754
2018 Q3	$32K	Hold	860	–	–	﹤0.01%	3595
2018 Q2	$27K	Sell	860 -794	-48%	-$23.8K	﹤0.01%	3532
2018 Q1	$42K	Buy	1,654 +425	+35%	+$11.5K	﹤0.01%	3209
2017 Q4	$32K	Sell	1,229 -495	-29%	-$12.1K	﹤0.01%	3402
2017 Q3	$42K	Hold	1,724	–	–	﹤0.01%	3070
2017 Q2	$41K	Sell	1,724 -450	-21%	-$10.9K	﹤0.01%	2977
2017 Q1	$57K	Buy	2,174 +620	+40%	+$16.3K	﹤0.01%	2610
2016 Q4	$40K	Buy	1,554 +49	+3%	+$1.07K	﹤0.01%	2777
2016 Q3	$32K	Buy	1,505 +41	+3%	+$856	﹤0.01%	2864
2016 Q2	$29K	Buy	+1,464	New	+$26.3K	﹤0.01%	2816

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Advisor Group's CEQP Position: Q4 2019 in Review

Advisor Group reduced its Crestwood Equity Partners LP (CEQP) stake by 23% in Q4 2019, selling an estimated $5.23K and leaving 541 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4063.

Advisor Group first reported a position in CEQP in Q2 2016 and has held it in 15 quarters since. The position peaked at $57K in Q1 2017. 136 funds tracked by Wall St. Rank hold CEQP as of Q4 2019.

Advisor Group held 541 shares of Crestwood Equity Partners LP worth $17K as of Q4 2019.
Advisor Group sold 159 Crestwood Equity Partners LP shares in Q4 2019, an estimated $5.23K.
Crestwood Equity Partners LP made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4063 holding.
Advisor Group first reported a position in Crestwood Equity Partners LP in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Crestwood Equity Partners LP position peaked at $57K in Q1 2017.
136 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.