FANJ
CEQP

Financial Architects (New Jersey)’s Crestwood Equity Partners LP CEQP Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-300
Closed -$9K – 945
2019
Q4 		$9K Hold
300
– – ﹤0.01% 697
2019
Q3 		$11K Buy
+300
New +$10.9K ﹤0.01% 715

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $2.23B AUM 42.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Architects (New Jersey)'s CEQP Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Crestwood Equity Partners LP (CEQP) in Q1 2020, closing a stake of 300 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in CEQP in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 110 funds tracked by Wall St. Rank hold CEQP as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Crestwood Equity Partners LP position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 Crestwood Equity Partners LP shares in Q1 2020, an estimated $9K.
  • Financial Architects (New Jersey) first reported a position in Crestwood Equity Partners LP in Q3 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Crestwood Equity Partners LP position peaked at $11K in Q3 2019.
  • 110 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.