Integrated Wealth Management (Palm Desert)’s Crestwood Equity Partners LP CEQP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-1,328	Closed	-$28K	–	1078
2016 Q3	$28K	Hold	1,328	–	–	0.01%	531
2016 Q2	$27K	Buy	1,328 +1,000	+305%	+$18K	0.01%	535
2016 Q1	$4K	Hold	328	–	–	﹤0.01%	905
2015 Q4	$7K	Hold	328	–	–	﹤0.01%	873
2015 Q3	$7K	Buy	328 +178	+119%	+$5.81K	﹤0.01%	872
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	932
2015 Q1	$9K	Buy	+150	New	+$10.1K	﹤0.01%	796

Other funds holding CEQP

FRGX

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CEQP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Crestwood Equity Partners LP (CEQP) in Q4 2016, closing a stake of 1,328 shares — an estimated $28K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CEQP in Q1 2015 and held it in 7 quarters. The position peaked at $28K in Q3 2016. 102 funds tracked by Wall St. Rank hold CEQP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Crestwood Equity Partners LP position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,328 Crestwood Equity Partners LP shares in Q4 2016, an estimated $28K.
Integrated Wealth Management (Palm Desert) first reported a position in Crestwood Equity Partners LP in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Crestwood Equity Partners LP position peaked at $28K in Q3 2016.
102 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.