Cerity Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

Cerity Partners’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	-13,611	Closed	-$339K	–	2002
2023 Q1	$339K	Buy	+13,611	New	+$351K	﹤0.01%	1476

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $2.02B AUM 30.38% 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

Cerity Partners's CEQP Position: Q2 2023 in Review

Cerity Partners sold out of Crestwood Equity Partners LP (CEQP) in Q2 2023, closing a stake of 13,611 shares — an estimated $339K sold.

Cerity Partners first reported a position in CEQP in Q1 2023 and held it in 1 quarter. The position peaked at $339K in Q1 2023. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

Cerity Partners reported no remaining Crestwood Equity Partners LP position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 13,611 Crestwood Equity Partners LP shares in Q2 2023, an estimated $339K.
Cerity Partners first reported a position in Crestwood Equity Partners LP in Q1 2023 and held it in 1 quarter.
Cerity Partners's Crestwood Equity Partners LP position peaked at $339K in Q1 2023.
154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.