FWM
CEQP

Focused Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Focused Wealth 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
2016
Q4 		– Sell
-1
Closed – – 744
2016
Q3 		$0 Hold
1
– – ﹤0.01% 708
2016
Q2 		$0 Hold
1
– – ﹤0.01% 734
2016
Q1 		$0 Hold
1
– – ﹤0.01% 726
2015
Q4 		$0 Sell
1
-99
-99% -$2.24K ﹤0.01% 738
2015
Q3 		$2K Hold
100
– – ﹤0.01% 608
2015
Q2 		$4K Hold
100
– – ﹤0.01% 537
2015
Q1 		$6K Hold
100
– – ﹤0.01% 512
2014
Q4 		$8K Hold
100
– – 0.01% 455
2014
Q3 		$11K Hold
100
– – 0.01% 422
2014
Q2 		$15K Hold
100
– – 0.01% 364
2014
Q1 		$14K Hold
100
– – 0.01% 346
2013
Q4 		$14K Buy
+100
New +$14.3K 0.01% 349

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 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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 $2.02B AUM 30.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Focused Wealth Management's CEQP Position: Q4 2016 in Review

Focused Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2016, closing a stake of 1 share.

Focused Wealth Management first reported a position in CEQP in Q4 2013 and held it in 12 quarters. The position peaked at $15K in Q2 2014. 102 funds tracked by Wall St. Rank hold CEQP as of Q4 2016.

  • Focused Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2016 after selling out during the quarter.
  • Focused Wealth Management sold 1 Crestwood Equity Partners LP share in Q4 2016.
  • Focused Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2013 and held it in 12 quarters.
  • Focused Wealth Management's Crestwood Equity Partners LP position peaked at $15K in Q2 2014.
  • 102 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2016.

Based on Focused Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.