Center for Financial Planning’s Crestwood Equity Partners LP CEQP Stock Holding History

Center for Financial Planning’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
2023 Q2	–	Sell	-1	Closed	-$25	–	590
2023 Q1	$25	Sell	1 -86	-99%	-$2.22K	﹤0.01%	535
2022 Q4	$2.28K	Hold	87	–	–	﹤0.01%	453
2022 Q3	$2K	Hold	87	–	–	﹤0.01%	574
2022 Q2	$2K	Hold	87	–	–	﹤0.01%	486
2022 Q1	$3K	Hold	87	–	–	﹤0.01%	463
2021 Q4	$2K	Hold	87	–	–	﹤0.01%	494
2021 Q3	$2K	Hold	87	–	–	﹤0.01%	466
2021 Q2	$3K	Hold	87	–	–	﹤0.01%	446
2021 Q1	$2K	Hold	87	–	–	﹤0.01%	501
2020 Q4	$2K	Hold	87	–	–	﹤0.01%	446
2020 Q3	$1K	Hold	87	–	–	﹤0.01%	439
2020 Q2	$1K	Hold	87	–	–	﹤0.01%	444
2020 Q1	$0	Hold	87	–	–	﹤0.01%	614
2019 Q4	$3K	Buy	+87	New	+$2.86K	﹤0.01%	421

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

TCA

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

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

CCM

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

Center for Financial Planning's CEQP Position: Q2 2023 in Review

Center for Financial Planning sold out of Crestwood Equity Partners LP (CEQP) in Q2 2023, closing a stake of 1 share — an estimated $25 sold.

Center for Financial Planning first reported a position in CEQP in Q4 2019 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

Center for Financial Planning reported no remaining Crestwood Equity Partners LP position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 1 Crestwood Equity Partners LP share in Q2 2023, an estimated $25.
Center for Financial Planning first reported a position in Crestwood Equity Partners LP in Q4 2019 and held it in 14 quarters.
Center for Financial Planning's Crestwood Equity Partners LP position peaked at $3K in Q1 2022.
154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.