Carolinas Wealth Consulting’s Crestwood Equity Partners LP CEQP Stock Holding History

Carolinas Wealth Consulting’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
2021 Q2	–	Sell	-1,461	Closed	-$41K	–	1021
2021 Q1	$41K	Buy	1,461 +43	+3%	+$968	0.01%	397
2020 Q4	$27K	Buy	1,418 +57	+4%	+$933	0.01%	434
2020 Q3	$17K	Buy	1,361 +55	+4%	+$743	0.01%	412
2020 Q2	$17K	Buy	+1,306	New	+$14.9K	0.01%	301

Other funds holding CEQP

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

TCA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Carolinas Wealth Consulting's CEQP Position: Q2 2021 in Review

Carolinas Wealth Consulting sold out of Crestwood Equity Partners LP (CEQP) in Q2 2021, closing a stake of 1,461 shares — an estimated $41K sold.

Carolinas Wealth Consulting first reported a position in CEQP in Q2 2020 and held it in 4 quarters. The position peaked at $41K in Q1 2021. 127 funds tracked by Wall St. Rank hold CEQP as of Q2 2021.

Carolinas Wealth Consulting reported no remaining Crestwood Equity Partners LP position as of Q2 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,461 Crestwood Equity Partners LP shares in Q2 2021, an estimated $41K.
Carolinas Wealth Consulting first reported a position in Crestwood Equity Partners LP in Q2 2020 and held it in 4 quarters.
Carolinas Wealth Consulting's Crestwood Equity Partners LP position peaked at $41K in Q1 2021.
127 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2021, filed 17 Aug 2021.