Global Retirement Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-1,110	Closed	-$31.1K	–	3512
2023 Q3	$31.1K	Buy	1,110 +27	+2%	+$757	﹤0.01%	1479
2023 Q2	$28.7K	Buy	1,083 +28	+3%	+$711	﹤0.01%	1517
2023 Q1	$25.6K	Buy	1,055 +1,049	+17,483%	+$27K	﹤0.01%	1531
2022 Q4	$147	Buy	6 +1	+20%	+$29	﹤0.01%	2955
2022 Q3	$0	Hold	5	–	–	﹤0.01%	3061
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2937
2022 Q1	$0	Buy	+5	New	+$147	﹤0.01%	2828
2019 Q2	–	Sell	-50	Closed	-$2K	–	1734
2019 Q1	$2K	Buy	+50	New	+$1.62K	﹤0.01%	1418

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Global Retirement Partners's CEQP Position: Q4 2023 in Review

Global Retirement Partners sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 1,110 shares — an estimated $31.1K sold.

Global Retirement Partners first reported a position in CEQP in Q1 2019 and held it in 8 quarters. The position peaked at $31.1K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Global Retirement Partners reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 1,110 Crestwood Equity Partners LP shares in Q4 2023, an estimated $31.1K.
Global Retirement Partners first reported a position in Crestwood Equity Partners LP in Q1 2019 and held it in 8 quarters.
Global Retirement Partners's Crestwood Equity Partners LP position peaked at $31.1K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.