CFA
CEQP

Carroll Financial Associates’s Crestwood Equity Partners LP CEQP Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-27
Closed – – 2010
2021
Q3 		$0 Hold
27
– – ﹤0.01% 1997
2021
Q2 		$0 Hold
27
– – ﹤0.01% 1886
2021
Q1 		$0 Buy
+27
New +$608 ﹤0.01% 1800
2017
Q4 		– Sell
-110
Closed -$2K – 1318
2017
Q3 		$2K Hold
110
– – ﹤0.01% 1122
2017
Q2 		$2K Buy
+110
New +$2.66K ﹤0.01% 1117

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Carroll Financial Associates's CEQP Position: Q4 2021 in Review

Carroll Financial Associates sold out of Crestwood Equity Partners LP (CEQP) in Q4 2021, closing a stake of 27 shares.

Carroll Financial Associates first reported a position in CEQP in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2017. 136 funds tracked by Wall St. Rank hold CEQP as of Q4 2021.

  • Carroll Financial Associates reported no remaining Crestwood Equity Partners LP position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 27 Crestwood Equity Partners LP shares in Q4 2021.
  • Carroll Financial Associates first reported a position in Crestwood Equity Partners LP in Q2 2017 and held it in 5 quarters.
  • Carroll Financial Associates's Crestwood Equity Partners LP position peaked at $2K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.