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

EPG 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
2020 Q2	–	Sell	-156	Closed	-$1K	–	820
2020 Q1	$1K	Sell	156 -149	-49%	-$3.23K	﹤0.01%	770
2019 Q4	$9K	Buy	+305	New	+$10K	0.01%	445

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

TCA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPG Wealth Management's CEQP Position: Q2 2020 in Review

EPG Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q2 2020, closing a stake of 156 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in CEQP in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 113 funds tracked by Wall St. Rank hold CEQP as of Q2 2020.

EPG Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 156 Crestwood Equity Partners LP shares in Q2 2020, an estimated $1K.
EPG Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Crestwood Equity Partners LP position peaked at $9K in Q4 2019.
113 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.