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

Financial Management Professionals’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 Q2	–	Sell	-568	Closed	-$14K	–	1164
2023 Q1	$14K	Hold	568	–	–	﹤0.01%	506
2022 Q4	$15K	Hold	568	–	–	﹤0.01%	428
2022 Q3	$16K	Hold	568	–	–	﹤0.01%	398
2022 Q2	$14K	Hold	568	–	–	﹤0.01%	432
2022 Q1	$17K	Hold	568	–	–	﹤0.01%	403
2021 Q4	$16K	Hold	568	–	–	﹤0.01%	390
2021 Q3	$16K	Hold	568	–	–	﹤0.01%	377
2021 Q2	$17K	Hold	568	–	–	﹤0.01%	304
2021 Q1	$16K	Hold	568	–	–	﹤0.01%	296
2020 Q4	$11K	Hold	568	–	–	﹤0.01%	339
2020 Q3	$7K	Hold	568	–	–	﹤0.01%	368
2020 Q2	$7K	Hold	568	–	–	﹤0.01%	356
2020 Q1	$2K	Hold	568	–	–	﹤0.01%	268
2019 Q4	$18K	Hold	568	–	–	0.01%	152
2019 Q3	$21K	Buy	+568	New	+$20.6K	0.01%	141
2019 Q2	–	Hold	0	–	–	–	149
2019 Q1	–	Hold	0	–	–	–	132
2018 Q4	–	Hold	0	–	–	–	135
2018 Q3	–	Hold	0	–	–	–	131
2018 Q2	–	Sell	-568	Closed	-$17.1K	–	138
2018 Q1	$15K	Hold	568	–	–	0.01%	142
2017 Q4	$14K	Hold	568	–	–	0.01%	124
2017 Q3	$13K	Hold	568	–	–	0.01%	125
2017 Q2	$13K	Hold	568	–	–	0.01%	140
2017 Q1	$14K	Hold	568	–	–	0.01%	146
2016 Q4	$14K	Hold	568	–	–	0.01%	144
2016 Q3	$12K	Buy	568 +349	+159%	+$7.28K	0.01%	167
2016 Q2	$4K	Hold	219	–	–	﹤0.01%	337
2016 Q1	$3K	Hold	219	–	–	﹤0.01%	214
2015 Q4	$4K	Buy	219 +119	+119%	+$2.69K	﹤0.01%	202
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	242
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	217
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	215
2014 Q4	$8K	Hold	100	–	–	﹤0.01%	210
2014 Q3	$10K	Hold	100	–	–	0.01%	172
2014 Q2	$14K	Hold	100	–	–	0.01%	158
2014 Q1	$14K	Hold	100	–	–	0.01%	153
2013 Q4	$14K	Hold	100	–	–	0.01%	153
2013 Q3	$14K	Hold	100	–	–	0.01%	160
2013 Q2	$16K	Buy	+100	New	+$13.7K	0.01%	149

Other funds holding CEQP

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

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

NIM

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Financial Management Professionals's CEQP Position: Q2 2023 in Review

Financial Management Professionals sold out of Crestwood Equity Partners LP (CEQP) in Q2 2023, closing a stake of 568 shares — an estimated $14K sold.

Financial Management Professionals first reported a position in CEQP in Q2 2013 and held it in 35 quarters. The position peaked at $21K in Q3 2019. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

Financial Management Professionals reported no remaining Crestwood Equity Partners LP position as of Q2 2023 after selling out during the quarter.
Financial Management Professionals sold 568 Crestwood Equity Partners LP shares in Q2 2023, an estimated $14K.
Financial Management Professionals first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 35 quarters.
Financial Management Professionals's Crestwood Equity Partners LP position peaked at $21K in Q3 2019.
154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.