AE Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

AE Wealth 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
2023 Q3	–	Sell	-15,479	Closed	-$410K	–	2103
2023 Q2	$410K	Buy	15,479 +2,104	+16%	+$53.4K	﹤0.01%	1478
2023 Q1	$333K	Buy	+13,375	New	+$345K	﹤0.01%	1502
2022 Q3	–	Sell	-28,179	Closed	-$679K	–	1903
2022 Q2	$679K	Buy	+28,179	New	+$810K	0.01%	1048

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

TCA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

AE Wealth Management's CEQP Position: Q3 2023 in Review

AE Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q3 2023, closing a stake of 15,479 shares — an estimated $410K sold.

AE Wealth Management first reported a position in CEQP in Q2 2022 and held it in 3 quarters. The position peaked at $679K in Q2 2022. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

AE Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 15,479 Crestwood Equity Partners LP shares in Q3 2023, an estimated $410K.
AE Wealth Management first reported a position in Crestwood Equity Partners LP in Q2 2022 and held it in 3 quarters.
AE Wealth Management's Crestwood Equity Partners LP position peaked at $679K in Q2 2022.
148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.