FNBT
CEQP

FineMark National Bank & Trust’s Crestwood Equity Partners LP CEQP Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-4,200
Closed -$107K – 1057
2016
Q4 		$107K Buy
+4,200
New +$91.7K 0.01% 452

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's CEQP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Crestwood Equity Partners LP (CEQP) in Q1 2017, closing a stake of 4,200 shares — an estimated $107K sold.

FineMark National Bank & Trust first reported a position in CEQP in Q4 2016 and held it in 1 quarter. The position peaked at $107K in Q4 2016. 114 funds tracked by Wall St. Rank hold CEQP as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Crestwood Equity Partners LP position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 4,200 Crestwood Equity Partners LP shares in Q1 2017, an estimated $107K.
  • FineMark National Bank & Trust first reported a position in Crestwood Equity Partners LP in Q4 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Crestwood Equity Partners LP position peaked at $107K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.