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

Evercore 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
2018 Q1	–	Sell	-137	Closed	-$4K	–	838
2017 Q4	$4K	Hold	137	–	–	﹤0.01%	870
2017 Q3	$3K	Hold	137	–	–	﹤0.01%	873
2017 Q2	$3K	Hold	137	–	–	﹤0.01%	931
2017 Q1	$4K	Hold	137	–	–	﹤0.01%	909
2016 Q4	$4K	Hold	137	–	–	﹤0.01%	913
2016 Q3	$3K	Hold	137	–	–	﹤0.01%	982
2016 Q2	$3K	Hold	137	–	–	﹤0.01%	983
2016 Q1	$2K	Hold	137	–	–	﹤0.01%	912
2015 Q4	$3K	Buy	+137	New	+$3.1K	﹤0.01%	968

Other funds holding CEQP

FRGX

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

NIM

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Evercore Wealth Management's CEQP Position: Q1 2018 in Review

Evercore Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q1 2018, closing a stake of 137 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in CEQP in Q4 2015 and held it in 9 quarters. The position peaked at $4K in Q4 2017. 116 funds tracked by Wall St. Rank hold CEQP as of Q1 2018.

Evercore Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 137 Crestwood Equity Partners LP shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2015 and held it in 9 quarters.
Evercore Wealth Management's Crestwood Equity Partners LP position peaked at $4K in Q4 2017.
116 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.