EWA
CEQP

EverSource Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

EverSource Wealth Advisors’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
-46
Closed -$1.35K – 2780
2023
Q3 		$1.35K Sell
46
-326
-88% -$9.14K ﹤0.01% 2122
2023
Q2 		$9.85K Buy
+372
New +$9.45K ﹤0.01% 1445

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

EverSource Wealth Advisors's CEQP Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 46 shares — an estimated $1.35K sold.

EverSource Wealth Advisors first reported a position in CEQP in Q2 2023 and held it in 2 quarters. The position peaked at $9.85K in Q2 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 46 Crestwood Equity Partners LP shares in Q4 2023, an estimated $1.35K.
  • EverSource Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q2 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Crestwood Equity Partners LP position peaked at $9.85K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.