DADC
CEQP

D.A. Davidson & Co’s Crestwood Equity Partners LP CEQP Stock Holding History

D.A. Davidson & Co’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
2013
Q4 		– Sell
-20
Closed -$2K – 2146
2013
Q3 		$2K Sell
20
-13
-39% -$1.9K ﹤0.01% 1674
2013
Q2 		$5K Buy
+33
New +$4.52K ﹤0.01% 1532

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

D.A. Davidson & Co's CEQP Position: Q4 2013 in Review

D.A. Davidson & Co sold out of Crestwood Equity Partners LP (CEQP) in Q4 2013, closing a stake of 20 shares — an estimated $2K sold.

D.A. Davidson & Co first reported a position in CEQP in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q2 2013. 123 funds tracked by Wall St. Rank hold CEQP as of Q4 2013.

  • D.A. Davidson & Co reported no remaining Crestwood Equity Partners LP position as of Q4 2013 after selling out during the quarter.
  • D.A. Davidson & Co sold 20 Crestwood Equity Partners LP shares in Q4 2013, an estimated $2K.
  • D.A. Davidson & Co first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 2 quarters.
  • D.A. Davidson & Co's Crestwood Equity Partners LP position peaked at $5K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2013.

Based on D.A. Davidson & Co's 13F filing for Q4 2013, filed 12 Feb 2014.