AIA
CEQP

Alera Investment Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-218
Closed -$8K – 1089
2019
Q1 		$8K Hold
218
– – ﹤0.01% 537
2018
Q4 		$6K Buy
+218
New +$7.14K ﹤0.01% 578

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's CEQP Position: Q2 2019 in Review

Alera Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q2 2019, closing a stake of 218 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in CEQP in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 120 funds tracked by Wall St. Rank hold CEQP as of Q2 2019.

  • Alera Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 218 Crestwood Equity Partners LP shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Crestwood Equity Partners LP in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Crestwood Equity Partners LP position peaked at $8K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.