Atwood & Palmer’s Crestwood Equity Partners LP CEQP Stock Holding History

Atwood & Palmer’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
2017 Q1	–	Sell	-2,500	Closed	-$64K	–	342
2016 Q4	$64K	Hold	2,500	–	–	0.01%	160
2016 Q3	$53K	Sell	2,500 -2,250	-47%	-$47K	0.01%	168
2016 Q2	$96K	Hold	4,750	–	–	0.02%	150
2016 Q1	$55K	Hold	4,750	–	–	0.01%	170
2015 Q4	$99K	Hold	4,750	–	–	0.02%	163
2015 Q3	$108K	Buy	4,750 +2,750	+138%	+$89.8K	0.02%	148
2015 Q2	$83K	Hold	2,000	–	–	0.01%	170
2015 Q1	$120K	Hold	2,000	–	–	0.02%	148
2014 Q4	$162K	Hold	2,000	–	–	0.03%	137
2014 Q3	$211K	Sell	2,000 -60	-3%	-$7.9K	0.04%	123
2014 Q2	$306K	Sell	2,060 -1,950	-49%	-$272K	0.08%	95
2014 Q1	$555K	Hold	4,010	–	–	0.13%	74
2013 Q4	$555K	Hold	4,010	–	–	0.14%	67
2013 Q3	$552K	Hold	4,010	–	–	0.15%	63
2013 Q2	$642K	Buy	+4,010	New	+$550K	0.17%	61

Other funds holding CEQP

FRGX

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

NIM

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Atwood & Palmer's CEQP Position: Q1 2017 in Review

Atwood & Palmer sold out of Crestwood Equity Partners LP (CEQP) in Q1 2017, closing a stake of 2,500 shares — an estimated $64K sold.

Atwood & Palmer first reported a position in CEQP in Q2 2013 and held it in 15 quarters. The position peaked at $642K in Q2 2013. 114 funds tracked by Wall St. Rank hold CEQP as of Q1 2017.

Atwood & Palmer reported no remaining Crestwood Equity Partners LP position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 2,500 Crestwood Equity Partners LP shares in Q1 2017, an estimated $64K.
Atwood & Palmer first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 15 quarters.
Atwood & Palmer's Crestwood Equity Partners LP position peaked at $642K in Q2 2013.
114 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.