IFAM
CEQP

Institutional & Family Asset Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Institutional & Family Asset Management’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
Q4 		– Sell
-18,464
Closed -$540K – 760
2023
Q3 		$540K Buy
18,464
+4,128
+29% +$116K 0.09% 111
2023
Q2 		$380K Hold
14,336
– – 0.06% 119
2023
Q1 		$357K Buy
14,336
+5,771
+67% +$149K 0.06% 121
2022
Q4 		$224K Hold
8,565
– – 0.04% 135
2022
Q3 		$238K Hold
8,565
– – 0.04% 128
2022
Q2 		$206K Hold
8,565
– – 0.04% 135
2022
Q1 		$256K Hold
8,565
– – 0.04% 137
2021
Q4 		$236K Hold
8,565
– – 0.04% 147
2021
Q3 		$243K Buy
8,565
+811
+10% +$22.5K 0.04% 159
2021
Q2 		$232K Buy
7,754
+4,664
+151% +$139K 0.04% 160
2021
Q1 		$86K Buy
+3,090
New +$69.6K 0.02% 285

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Institutional & Family Asset Management's CEQP Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 18,464 shares — an estimated $540K sold.

Institutional & Family Asset Management first reported a position in CEQP in Q1 2021 and held it in 11 quarters. The position peaked at $540K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 18,464 Crestwood Equity Partners LP shares in Q4 2023, an estimated $540K.
  • Institutional & Family Asset Management first reported a position in Crestwood Equity Partners LP in Q1 2021 and held it in 11 quarters.
  • Institutional & Family Asset Management's Crestwood Equity Partners LP position peaked at $540K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.