GWM
CEQP

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

Gupta 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
Q1 		$220K Buy
18,817
+12,423
+194% +$142K 0.05% 235
2015
Q4 		$133K Sell
6,394
-83
-1% -$1.88K 0.03% 292
2015
Q3 		$452K Buy
+6,477
New +$211K 0.11% 146

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Gupta Wealth Management's CEQP Position: Q1 2016 in Review

Gupta Wealth Management increased its Crestwood Equity Partners LP (CEQP) stake by 194% in Q1 2016, buying an estimated $142K and bringing the position to 18,817 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #235.

Gupta Wealth Management first reported a position in CEQP in Q3 2015 and has held it in 3 quarters since. The position peaked at $452K in Q3 2015. 102 funds tracked by Wall St. Rank hold CEQP as of Q1 2016.

  • Gupta Wealth Management held 18,817 shares of Crestwood Equity Partners LP worth $220K as of Q1 2016.
  • Gupta Wealth Management bought 12,423 Crestwood Equity Partners LP shares in Q1 2016, an estimated $142K.
  • Crestwood Equity Partners LP made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #235 holding.
  • Gupta Wealth Management first reported a position in Crestwood Equity Partners LP in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Crestwood Equity Partners LP position peaked at $452K in Q3 2015.
  • 102 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.