Bank of Montreal
CEQP

Bank of Montreal’s Crestwood Equity Partners LP CEQP Stock Holding History

Bank of Montreal’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
2022
Q4 		– Sell
-5,600
Closed -$167K – 4421
2022
Q3 		$167K Buy
+5,600
New +$150K ﹤0.01% 3280

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Bank of Montreal's CEQP Position: Q4 2022 in Review

Bank of Montreal sold out of Crestwood Equity Partners LP (CEQP) in Q4 2022, closing a stake of 120,900 shares — an estimated $3.6M sold.

Bank of Montreal first reported a position in CEQP in Q2 2013 and held it in 33 quarters. The position peaked at $37M in Q4 2019. 151 funds tracked by Wall St. Rank hold CEQP as of Q4 2022.

  • Bank of Montreal reported no remaining Crestwood Equity Partners LP position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 120,900 Crestwood Equity Partners LP shares in Q4 2022, an estimated $3.6M.
  • Bank of Montreal first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 33 quarters.
  • Bank of Montreal's Crestwood Equity Partners LP position peaked at $37M in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.