FWM
CEQP

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

Frontier 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
2022
Q2 		– Sell
-6,441
Closed -$202K – 431
2022
Q1 		$202K Buy
+6,441
New +$189K ﹤0.01% 377
2021
Q2 		– Sell
-10,873
Closed -$304K – 427
2021
Q1 		$304K Sell
10,873
-648
-6% -$14.6K 0.02% 305
2020
Q4 		$219K Buy
11,521
+7
+0.1% +$115 0.02% 343
2020
Q3 		$143K Buy
11,514
+7
+0.1% +$95 0.01% 349
2020
Q2 		$151K Sell
11,507
-992
-8% -$11.3K 0.01% 337
2020
Q1 		$53K Buy
12,499
+3,353
+37% +$72.6K 0.01% 281
2019
Q4 		$282K Sell
9,146
-497
-5% -$16.4K 0.05% 237
2019
Q3 		$352K Buy
9,643
+3
+0% +$109 0.05% 227
2019
Q2 		$345K Sell
9,640
-68
-0.7% -$2.43K 0.05% 227
2019
Q1 		$342K Buy
9,708
+3
+0% +$97 0.05% 257
2018
Q4 		$271K Buy
9,705
+1,028
+12% +$33.7K 0.04% 276
2018
Q3 		$319K Buy
8,677
+2
+0% +$73 0.03% 295
2018
Q2 		$275K Buy
8,675
+3
+0% +$90 0.04% 298
2018
Q1 		$222K Buy
+8,672
New +$235K 0.03% 345
2015
Q4 		– Sell
-6,693
Closed -$153K – 367
2015
Q3 		$153K Buy
+6,693
New +$218K 0.02% 317
2015
Q2 		– Sell
-2,663
Closed -$160K – 385
2015
Q1 		$160K Sell
2,663
-1,371
-34% -$92.2K 0.03% 292
2014
Q4 		$327K Buy
+4,034
New +$342K 0.06% 182

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Frontier Wealth Management's CEQP Position: Q2 2022 in Review

Frontier Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q2 2022, closing a stake of 6,441 shares — an estimated $202K sold.

Frontier Wealth Management first reported a position in CEQP in Q4 2014 and held it in 17 quarters. The position peaked at $352K in Q3 2019. 156 funds tracked by Wall St. Rank hold CEQP as of Q2 2022.

  • Frontier Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q2 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 6,441 Crestwood Equity Partners LP shares in Q2 2022, an estimated $202K.
  • Frontier Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2014 and held it in 17 quarters.
  • Frontier Wealth Management's Crestwood Equity Partners LP position peaked at $352K in Q3 2019.
  • 156 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.