BOIA
CEQP

Bush ODonnell Investment Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Bush ODonnell Investment 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
2018
Q1 		– Sell
-15,512
Closed -$400K – 39
2017
Q4 		$400K Sell
15,512
-787
-5% -$19.2K 0.33% 33
2017
Q3 		$398K Sell
16,299
-838
-5% -$20.6K 0.3% 42
2017
Q2 		$403K Sell
17,137
-590
-3% -$14.3K 0.25% 42
2017
Q1 		$465K Hold
17,727
– – 0.29% 40
2016
Q4 		$453K Hold
17,727
– – 0.3% 40
2016
Q3 		$377K Hold
17,727
– – 0.25% 41
2016
Q2 		$357K Hold
17,727
– – 0.24% 41
2016
Q1 		$207K Buy
17,727
+1
+0% +$11 0.14% 46
2015
Q4 		$368K Buy
17,726
+4,946
+39% +$112K 0.26% 37
2015
Q3 		$291K Buy
12,780
+10,793
+543% +$352K 0.21% 38
2015
Q2 		$82K Sell
1,987
-67
-3% -$3.67K 0.05% 43
2015
Q1 		$123K Buy
2,054
+347
+20% +$23.3K 0.07% 44
2014
Q4 		$138K Hold
1,707
– – 0.07% 42
2014
Q3 		$180K Sell
1,707
-1,667
-49% -$219K 0.11% 44
2014
Q2 		$502K Sell
3,374
-308
-8% -$43K 0.28% 39
2014
Q1 		$510K Buy
3,682
+1,238
+51% +$166K 0.26% 39
2013
Q4 		$338K Sell
2,444
-172
-7% -$24.6K 0.18% 43
2013
Q3 		$360K Hold
2,616
– – 0.17% 39
2013
Q2 		$419K Buy
+2,616
New +$359K 0.21% 40

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bush ODonnell Investment Advisors's CEQP Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q1 2018, closing a stake of 15,512 shares — an estimated $400K sold.

Bush ODonnell Investment Advisors first reported a position in CEQP in Q2 2013 and held it in 19 quarters. The position peaked at $510K in Q1 2014. 116 funds tracked by Wall St. Rank hold CEQP as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 15,512 Crestwood Equity Partners LP shares in Q1 2018, an estimated $400K.
  • Bush ODonnell Investment Advisors first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 19 quarters.
  • Bush ODonnell Investment Advisors's Crestwood Equity Partners LP position peaked at $510K in Q1 2014.
  • 116 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.