EWM
CEQP

Elite Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Elite Wealth Management’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
-122
Closed -$17K – 923
2013
Q3 		$17K Buy
+122
New +$17.9K 0.02% 265

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

Elite Wealth Management's CEQP Position: Q4 2013 in Review

Elite Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2013, closing a stake of 122 shares — an estimated $17K sold.

Elite Wealth Management first reported a position in CEQP in Q3 2013 and held it in 1 quarter. The position peaked at $17K in Q3 2013. 123 funds tracked by Wall St. Rank hold CEQP as of Q4 2013.

  • Elite Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 122 Crestwood Equity Partners LP shares in Q4 2013, an estimated $17K.
  • Elite Wealth Management first reported a position in Crestwood Equity Partners LP in Q3 2013 and held it in 1 quarter.
  • Elite Wealth Management's Crestwood Equity Partners LP position peaked at $17K in Q3 2013.
  • 123 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.