Icon Wealth Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-1,085	Closed	-$38K	–	822
2019 Q1	$38K	Buy	+1,085	New	+$35.1K	0.01%	417
2018 Q3	–	Sell	-1,078	Closed	-$34K	–	761
2018 Q2	$34K	Buy	+1,078	New	+$32.4K	0.01%	470
2018 Q1	–	Sell	-1,051	Closed	-$27K	–	777
2017 Q4	$27K	Buy	+1,051	New	+$25.6K	0.01%	548

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

NIM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Icon Wealth Partners's CEQP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Crestwood Equity Partners LP (CEQP) in Q2 2019, closing a stake of 1,085 shares — an estimated $38K sold.

Icon Wealth Partners first reported a position in CEQP in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q1 2019. 120 funds tracked by Wall St. Rank hold CEQP as of Q2 2019.

Icon Wealth Partners reported no remaining Crestwood Equity Partners LP position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,085 Crestwood Equity Partners LP shares in Q2 2019, an estimated $38K.
Icon Wealth Partners first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Crestwood Equity Partners LP position peaked at $38K in Q1 2019.
120 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.