BRWA
CEQP

B. Riley Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-62
Closed -$5 – 2114
2014
Q4 		$5 Buy
+62
New +$5.26K ﹤0.01% 3172
2014
Q3 		– Sell
-118
Closed -$17.6K – 1997
2014
Q2 		$17.6K Buy
+118
New +$16.5K ﹤0.01% 1523
2013
Q3 		– Sell
-2,014
Closed -$323K – 757
2013
Q2 		$323K Buy
+2,014
New +$276K 0.11% 214

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's CEQP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q1 2015, closing a stake of 62 shares — an estimated $5 sold.

B. Riley Wealth Advisors first reported a position in CEQP in Q2 2013 and held it in 3 quarters. The position peaked at $323K in Q2 2013. 94 funds tracked by Wall St. Rank hold CEQP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 62 Crestwood Equity Partners LP shares in Q1 2015, an estimated $5.
  • B. Riley Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Crestwood Equity Partners LP position peaked at $323K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.