Howe & Rusling’s Crestwood Equity Partners LP CEQP Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-168	Closed	-$5K	–	1108
2022 Q3	$5K	Buy	+168	New	+$4.49K	﹤0.01%	684
2015 Q3	–	Hold	0	–	–	–	971
2015 Q2	–	Hold	0	–	–	–	992
2015 Q1	–	Hold	0	–	–	–	803
2014 Q4	–	Hold	0	–	–	–	799
2013 Q4	–	Sell	-30	Closed	-$4K	–	893
2013 Q3	$4K	Sell	30 -50	-63%	-$7.32K	﹤0.01%	742
2013 Q2	$13K	Buy	+80	New	+$11K	﹤0.01%	568

Other funds holding CEQP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Howe & Rusling's CEQP Position: Q4 2022 in Review

Howe & Rusling sold out of Crestwood Equity Partners LP (CEQP) in Q4 2022, closing a stake of 168 shares — an estimated $5K sold.

Howe & Rusling first reported a position in CEQP in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2013. 151 funds tracked by Wall St. Rank hold CEQP as of Q4 2022.

Howe & Rusling reported no remaining Crestwood Equity Partners LP position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 168 Crestwood Equity Partners LP shares in Q4 2022, an estimated $5K.
Howe & Rusling first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 3 quarters.
Howe & Rusling's Crestwood Equity Partners LP position peaked at $13K in Q2 2013.
151 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.