GI
CEQP

Gradient Investments’s Crestwood Equity Partners LP CEQP Stock Holding History

Gradient Investments’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
Q3 		– Sell
-79
Closed -$2.09K – 1928
2023
Q2 		$2.09K Sell
79
-418
-84% -$10.6K ﹤0.01% 1148
2023
Q1 		$12.4K Buy
+497
New +$12.8K ﹤0.01% 760

Other funds holding CEQP

AA
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Gradient Investments's CEQP Position: Q3 2023 in Review

Gradient Investments sold out of Crestwood Equity Partners LP (CEQP) in Q3 2023, closing a stake of 79 shares — an estimated $2.09K sold.

Gradient Investments first reported a position in CEQP in Q1 2023 and held it in 2 quarters. The position peaked at $12.4K in Q1 2023. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

  • Gradient Investments reported no remaining Crestwood Equity Partners LP position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 79 Crestwood Equity Partners LP shares in Q3 2023, an estimated $2.09K.
  • Gradient Investments first reported a position in Crestwood Equity Partners LP in Q1 2023 and held it in 2 quarters.
  • Gradient Investments's Crestwood Equity Partners LP position peaked at $12.4K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.