HB
CEQP

Homrich & Berg’s Crestwood Equity Partners LP CEQP Stock Holding History

Homrich & Berg’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
2014
Q4 		– Sell
-1,245
Closed -$132K – 251
2014
Q3 		$132K Hold
1,245
– – 0.01% 230
2014
Q2 		$185K Hold
1,245
– – 0.02% 197
2014
Q1 		$172K Hold
1,245
– – 0.02% 198
2013
Q4 		$172K Buy
+1,245
New +$178K 0.02% 185
2013
Q3 		– Sell
-1,245
Closed -$199K – 158
2013
Q2 		$199K Buy
+1,245
New +$171K 0.04% 143

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Homrich & Berg's CEQP Position: Q4 2014 in Review

Homrich & Berg sold out of Crestwood Equity Partners LP (CEQP) in Q4 2014, closing a stake of 1,245 shares — an estimated $132K sold.

Homrich & Berg first reported a position in CEQP in Q2 2013 and held it in 5 quarters. The position peaked at $199K in Q2 2013. 92 funds tracked by Wall St. Rank hold CEQP as of Q4 2014.

  • Homrich & Berg reported no remaining Crestwood Equity Partners LP position as of Q4 2014 after selling out during the quarter.
  • Homrich & Berg sold 1,245 Crestwood Equity Partners LP shares in Q4 2014, an estimated $132K.
  • Homrich & Berg first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 5 quarters.
  • Homrich & Berg's Crestwood Equity Partners LP position peaked at $199K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2014.

Based on Homrich & Berg's 13F filing for Q4 2014, filed 13 Feb 2015.