FAIM
CEQP

Financial Advocates Investment Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-24,729
Closed -$648K – 833
2022
Q4 		$648K Buy
24,729
+11,632
+89% +$336K 0.05% 390
2022
Q3 		$364K Buy
+13,097
New +$350K 0.03% 501

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $1.81T AUM 41.13% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Financial Advocates Investment Management's CEQP Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Crestwood Equity Partners LP (CEQP) in Q1 2023, closing a stake of 24,729 shares — an estimated $648K sold.

Financial Advocates Investment Management first reported a position in CEQP in Q3 2022 and held it in 2 quarters. The position peaked at $648K in Q4 2022. 150 funds tracked by Wall St. Rank hold CEQP as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Crestwood Equity Partners LP position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 24,729 Crestwood Equity Partners LP shares in Q1 2023, an estimated $648K.
  • Financial Advocates Investment Management first reported a position in Crestwood Equity Partners LP in Q3 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Crestwood Equity Partners LP position peaked at $648K in Q4 2022.
  • 150 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.