IMA Advisory Services’s Crestwood Equity Partners LP CEQP Stock Holding History

IMA Advisory Services’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
2015 Q4	–	Sell	-2,884	Closed	-$52K	–	133
2015 Q3	$52K	Sell	2,884 -882	-23%	-$28.8K	0.03%	123
2015 Q2	$156K	Buy	3,766 +1,923	+104%	+$105K	0.07%	153
2015 Q1	$111K	Buy	+1,843	New	+$124K	0.05%	147
2014 Q3	–	Sell	-1,053	Closed	-$157K	–	173
2014 Q2	$157K	Hold	1,053	–	–	0.07%	162
2014 Q1	$146K	Sell	1,053 -40	-4%	-$5.37K	0.07%	157
2013 Q4	$151K	Hold	1,093	–	–	0.07%	156
2013 Q3	$151K	Buy	1,093 +40	+4%	+$5.85K	0.07%	156
2013 Q2	$169K	Buy	+1,053	New	+$144K	0.09%	153

Other funds holding CEQP

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

FRGX

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KACA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IMA Advisory Services's CEQP Position: Q4 2015 in Review

IMA Advisory Services sold out of Crestwood Equity Partners LP (CEQP) in Q4 2015, closing a stake of 2,884 shares — an estimated $52K sold.

IMA Advisory Services first reported a position in CEQP in Q2 2013 and held it in 8 quarters. The position peaked at $169K in Q2 2013. 103 funds tracked by Wall St. Rank hold CEQP as of Q4 2015.

IMA Advisory Services reported no remaining Crestwood Equity Partners LP position as of Q4 2015 after selling out during the quarter.
IMA Advisory Services sold 2,884 Crestwood Equity Partners LP shares in Q4 2015, an estimated $52K.
IMA Advisory Services first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 8 quarters.
IMA Advisory Services's Crestwood Equity Partners LP position peaked at $169K in Q2 2013.
103 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2015.

Based on IMA Advisory Services's 13F filing for Q4 2015, filed 8 Dec 2016.