IA
CEQP

IFP Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

IFP Advisors’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
2023
Q3 		– Sell
-84
Closed -$2.22K – 3606
2023
Q2 		$2.22K Buy
84
+42
+100% +$1.07K ﹤0.01% 2839
2023
Q1 		$1.43K Sell
42
-331
-89% -$8.53K ﹤0.01% 2995
2022
Q4 		$12K Buy
373
+42
+13% +$1.21K ﹤0.01% 3293
2022
Q3 		$11K Hold
331
– – ﹤0.01% 3609
2022
Q2 		$11K Hold
331
– – ﹤0.01% 3366
2022
Q1 		$11K Buy
+331
New +$9.71K ﹤0.01% 3365
2019
Q4 		– Sell
-200
Closed -$7K – 3181
2019
Q3 		$7K Buy
+200
New +$7.26K ﹤0.01% 2243
2018
Q2 		– Sell
-733
Closed -$19K – 4107
2018
Q1 		$19K Hold
733
– – ﹤0.01% 2422
2017
Q4 		$19K Sell
733
-513
-41% -$12.5K ﹤0.01% 2458
2017
Q3 		$30K Sell
1,246
-173
-12% -$4.25K ﹤0.01% 2345
2017
Q2 		$33K Sell
1,419
-41
-3% -$991 ﹤0.01% 2261
2017
Q1 		$38K Sell
1,460
-42
-3% -$1.1K ﹤0.01% 2094
2016
Q4 		$38K Buy
1,502
+45
+3% +$983 ﹤0.01% 2041
2016
Q3 		$31K Buy
1,457
+1
+0.1% +$21 ﹤0.01% 2139
2016
Q2 		$29K Buy
+1,456
New +$26.2K ﹤0.01% 2116
2016
Q1 		– Sell
-1,095
Closed -$23K – 3589
2015
Q4 		$23K Buy
+1,095
New +$24.8K ﹤0.01% 2090

Other funds holding CEQP

AA
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

IFP Advisors's CEQP Position: Q3 2023 in Review

IFP Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q3 2023, closing a stake of 84 shares — an estimated $2.22K sold.

IFP Advisors first reported a position in CEQP in Q4 2015 and held it in 16 quarters. The position peaked at $38K in Q1 2017. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

  • IFP Advisors reported no remaining Crestwood Equity Partners LP position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 84 Crestwood Equity Partners LP shares in Q3 2023, an estimated $2.22K.
  • IFP Advisors first reported a position in Crestwood Equity Partners LP in Q4 2015 and held it in 16 quarters.
  • IFP Advisors's Crestwood Equity Partners LP position peaked at $38K in Q1 2017.
  • 148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.