AR
CEQP

Advisory Research’s Crestwood Equity Partners LP CEQP Stock Holding History

Advisory Research’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
Q3 		– Sell
-1,648,668
Closed -$59M – 380
2019
Q2 		$59M Hold
1,648,668
– – 1.16% 21
2019
Q1 		$58M Buy
1,648,668
+630
+0% +$20.4K 1.12% 22
2018
Q4 		$46M Sell
1,648,038
-401,135
-20% -$13.1M 0.97% 24
2018
Q3 		$75.3M Buy
2,049,173
+905,335
+79% +$33.1M 1.23% 20
2018
Q2 		$36.3M Hold
1,143,838
– – 0.58% 42
2018
Q1 		$29.3M Hold
1,143,838
– – 0.53% 61
2017
Q4 		$29.5M Buy
1,143,838
+19,715
+2% +$480K 0.49% 60
2017
Q3 		$27.4M Buy
1,124,123
+129,130
+13% +$3.17M 0.44% 66
2017
Q2 		$23.4M Hold
994,993
– – 0.37% 74
2017
Q1 		$26.1M Buy
994,993
+22
+0% +$578 0.39% 67
2016
Q4 		$25.4M Sell
994,971
-801,015
-45% -$17.5M 0.38% 71
2016
Q3 		$38.2M Hold
1,795,986
– – 0.62% 54
2016
Q2 		$36.2M Buy
1,795,986
+298,662
+20% +$5.37M 0.62% 55
2016
Q1 		$17.5M Sell
1,497,324
-470,784
-24% -$5.4M 0.33% 79
2015
Q4 		$40.9M Buy
1,968,108
+1,136,895
+137% +$25.7M 0.62% 55
2015
Q3 		$19M Sell
831,213
-30,232
-4% -$987K 0.27% 100
2015
Q2 		$35.6M Sell
861,445
-187,125
-18% -$10.2M 0.4% 72
2015
Q1 		$62.9M Buy
1,048,570
+21,967
+2% +$1.48M 0.69% 39
2014
Q4 		$83.2M Sell
1,026,603
-285,595
-22% -$24.2M 0.87% 30
2014
Q3 		$139M Sell
1,312,198
-148,704
-10% -$19.6M 1.34% 20
2014
Q2 		$217M Buy
1,460,902
+171,241
+13% +$23.9M 2.02% 7
2014
Q1 		$178M Buy
1,289,661
+62,969
+5% +$8.46M 1.84% 8
2013
Q4 		$170M Buy
1,226,692
+140,218
+13% +$20M 1.75% 8
2013
Q3 		$150M Buy
1,086,474
+196,138
+22% +$28.7M 1.61% 11
2013
Q2 		$143M Buy
+890,336
New +$122M 1.61% 11

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisory Research's CEQP Position: Q3 2019 in Review

Advisory Research sold out of Crestwood Equity Partners LP (CEQP) in Q3 2019, closing a stake of 1,648,668 shares — an estimated $59M sold.

Advisory Research first reported a position in CEQP in Q2 2013 and held it in 25 quarters. The position peaked at $217M in Q2 2014. 117 funds tracked by Wall St. Rank hold CEQP as of Q3 2019.

  • Advisory Research reported no remaining Crestwood Equity Partners LP position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 1,648,668 Crestwood Equity Partners LP shares in Q3 2019, an estimated $59M.
  • Advisory Research first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 25 quarters.
  • Advisory Research's Crestwood Equity Partners LP position peaked at $217M in Q2 2014.
  • 117 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.