HPC
CEQP

HM Payson & Co’s Crestwood Equity Partners LP CEQP Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-207
Closed -$5K – 1106
2022
Q2 		$5K Hold
207
– – ﹤0.01% 902
2022
Q1 		$6K Buy
+207
New +$6.08K ﹤0.01% 899

Other funds holding CEQP

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

HM Payson & Co's CEQP Position: Q3 2022 in Review

HM Payson & Co sold out of Crestwood Equity Partners LP (CEQP) in Q3 2022, closing a stake of 207 shares — an estimated $5K sold.

HM Payson & Co first reported a position in CEQP in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 164 funds tracked by Wall St. Rank hold CEQP as of Q3 2022.

  • HM Payson & Co reported no remaining Crestwood Equity Partners LP position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 207 Crestwood Equity Partners LP shares in Q3 2022, an estimated $5K.
  • HM Payson & Co first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 2 quarters.
  • HM Payson & Co's Crestwood Equity Partners LP position peaked at $6K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.