BCA
CEQP

Berman Capital Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Berman Capital 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
2019
Q4 		– Sell
-200
Closed -$7K – 1576
2019
Q3 		$7K Sell
200
-20
-9% -$726 ﹤0.01% 861
2019
Q2 		$7K Buy
220
+70
+47% +$2.5K ﹤0.01% 880
2019
Q1 		$5K Buy
+150
New +$4.86K ﹤0.01% 890

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's CEQP Position: Q4 2019 in Review

Berman Capital Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2019, closing a stake of 200 shares — an estimated $7K sold.

Berman Capital Advisors first reported a position in CEQP in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 136 funds tracked by Wall St. Rank hold CEQP as of Q4 2019.

  • Berman Capital Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 200 Crestwood Equity Partners LP shares in Q4 2019, an estimated $7K.
  • Berman Capital Advisors first reported a position in Crestwood Equity Partners LP in Q1 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Crestwood Equity Partners LP position peaked at $7K in Q3 2019.
  • 136 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.