Atlas Private Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-590	Closed	-$17K	–	745
2021 Q3	$17K	Sell	590 -125	-17%	-$3.47K	0.01%	386
2021 Q2	$21K	Sell	715 -200	-22%	-$5.95K	0.01%	358
2021 Q1	$26K	Sell	915 -410	-31%	-$9.23K	0.01%	326
2020 Q4	$25K	Buy	1,325 +300	+29%	+$4.91K	0.02%	303
2020 Q3	$13K	Hold	1,025	–	–	0.01%	365
2020 Q2	$13K	Buy	+1,025	New	+$11.7K	0.01%	375

Other funds holding CEQP

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

TCA

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

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

CCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Atlas Private Wealth Advisors's CEQP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2021, closing a stake of 590 shares — an estimated $17K sold.

Atlas Private Wealth Advisors first reported a position in CEQP in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q1 2021. 136 funds tracked by Wall St. Rank hold CEQP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 590 Crestwood Equity Partners LP shares in Q4 2021, an estimated $17K.
Atlas Private Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Crestwood Equity Partners LP position peaked at $26K in Q1 2021.
136 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.