Creative Planning
CEQP

Creative Planning’s Crestwood Equity Partners LP CEQP Stock Holding History

Creative 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
Q4 		– Sell
-19,480
Closed -$570K – 3151
2023
Q3 		$570K Buy
19,480
+1,600
+9% +$44.9K ﹤0.01% 1479
2023
Q2 		$473K Sell
17,880
-4,134
-19% -$105K ﹤0.01% 1586
2023
Q1 		$549K Buy
22,014
+4,402
+25% +$113K ﹤0.01% 1408
2022
Q4 		$461K Buy
17,612
+1,174
+7% +$33.9K ﹤0.01% 1474
2022
Q3 		$456K Buy
16,438
+106
+0.6% +$2.83K ﹤0.01% 1389
2022
Q2 		$393K Buy
16,332
+4,016
+33% +$115K ﹤0.01% 1450
2022
Q1 		$368K Hold
12,316
– – ﹤0.01% 1506
2021
Q4 		$340K Sell
12,316
-278
-2% -$7.75K ﹤0.01% 1537
2021
Q3 		$357K Buy
12,594
+93
+0.7% +$2.58K ﹤0.01% 1494
2021
Q2 		$375K Sell
12,501
-4,348
-26% -$129K ﹤0.01% 1437
2021
Q1 		$470K Buy
16,849
+385
+2% +$8.67K ﹤0.01% 1484
2020
Q4 		$312K Buy
16,464
+1,092
+7% +$17.9K ﹤0.01% 1607
2020
Q3 		$192K Buy
15,372
+1,089
+8% +$14.7K ﹤0.01% 1695
2020
Q2 		$187K Buy
14,283
+945
+7% +$10.8K ﹤0.01% 1547
2020
Q1 		$56K Buy
13,338
+333
+3% +$7.21K ﹤0.01% 1617
2019
Q4 		$401K Hold
13,005
– – ﹤0.01% 1236
2019
Q3 		$475K Sell
13,005
-278
-2% -$10.1K ﹤0.01% 1094
2019
Q2 		$475K Sell
13,283
-10,069
-43% -$360K ﹤0.01% 1109
2019
Q1 		$822K Buy
23,352
+10,069
+76% +$326K ﹤0.01% 804
2018
Q4 		$371K Sell
13,283
-1,379
-9% -$45.2K ﹤0.01% 1108
2018
Q3 		$539K Sell
14,662
-1
-0% -$37 ﹤0.01% 1035
2018
Q2 		$466K Sell
14,663
-64,999
-82% -$1.95M ﹤0.01% 1106
2018
Q1 		$2.04M Buy
79,662
+64,561
+428% +$1.75M 0.01% 459
2017
Q4 		$390K Sell
15,101
-5,097
-25% -$124K ﹤0.01% 1215
2017
Q3 		$493K Sell
20,198
-5,926
-23% -$146K ﹤0.01% 1067
2017
Q2 		$614K Sell
26,124
-713
-3% -$17.2K ﹤0.01% 919
2017
Q1 		$704K Buy
26,837
+1,613
+6% +$42.4K ﹤0.01% 814
2016
Q4 		$644K Sell
25,224
-627
-2% -$13.7K ﹤0.01% 803
2016
Q3 		$549K Buy
25,851
+22,539
+681% +$470K ﹤0.01% 839
2016
Q2 		$67K Buy
3,312
+310
+10% +$5.58K ﹤0.01% 1941
2016
Q1 		$35K Buy
3,002
+48
+2% +$550 ﹤0.01% 2353
2015
Q4 		$61K Buy
2,954
+2,185
+284% +$49.5K ﹤0.01% 1962
2015
Q3 		$18K Buy
+769
New +$25.1K ﹤0.01% 2822
2015
Q2 		– Sell
-931
Closed -$56K – 3219
2015
Q1 		$56K Buy
931
+59
+7% +$3.97K ﹤0.01% 1953
2014
Q4 		$71K Sell
872
-155
-15% -$13.2K ﹤0.01% 1760
2014
Q3 		$109K Buy
1,027
+247
+32% +$32.5K ﹤0.01% 1416
2014
Q2 		$116K Sell
780
-15
-2% -$2.1K ﹤0.01% 1350
2014
Q1 		$110K Hold
795
– – ﹤0.01% 1353
2013
Q4 		$110K Buy
+795
New +$114K ﹤0.01% 1148
2013
Q3 		– Sell
-896
Closed -$144K – 3392
2013
Q2 		$144K Buy
+896
New +$123K ﹤0.01% 800

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Creative Planning's CEQP Position: Q4 2023 in Review

Creative Planning sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 19,480 shares — an estimated $570K sold.

Creative Planning first reported a position in CEQP in Q2 2013 and held it in 40 quarters. The position peaked at $2.04M in Q1 2018. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Creative Planning reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 19,480 Crestwood Equity Partners LP shares in Q4 2023, an estimated $570K.
  • Creative Planning first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 40 quarters.
  • Creative Planning's Crestwood Equity Partners LP position peaked at $2.04M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.