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

Avior 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
2020 Q4	–	Sell	-2,817	Closed	-$35K	–	1103
2020 Q3	$35K	Hold	2,817	–	–	0.01%	531
2020 Q2	$36K	Buy	+2,817	New	+$32.1K	0.01%	518
2016 Q2	–	Sell	-360	Closed	-$4K	–	495
2016 Q1	$4K	Hold	360	–	–	﹤0.01%	410
2015 Q4	$7K	Buy	360 +195	+118%	+$4.42K	﹤0.01%	343
2015 Q3	$4K	Buy	+165	New	+$5.39K	﹤0.01%	342

Other funds holding CEQP

FRGX

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

TCA

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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCA

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

Avior Wealth Management's CEQP Position: Q4 2020 in Review

Avior Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2020, closing a stake of 2,817 shares — an estimated $35K sold.

Avior Wealth Management first reported a position in CEQP in Q3 2015 and held it in 5 quarters. The position peaked at $36K in Q2 2020. 107 funds tracked by Wall St. Rank hold CEQP as of Q4 2020.

Avior Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2020 after selling out during the quarter.
Avior Wealth Management sold 2,817 Crestwood Equity Partners LP shares in Q4 2020, an estimated $35K.
Avior Wealth Management first reported a position in Crestwood Equity Partners LP in Q3 2015 and held it in 5 quarters.
Avior Wealth Management's Crestwood Equity Partners LP position peaked at $36K in Q2 2020.
107 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.