KAS
CEQP

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

KPP 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
2023
Q4 		– Sell
-7,228
Closed -$211K – 230
2023
Q3 		$211K Buy
+7,228
New +$203K 0.07% 195

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

KPP Advisory Services's CEQP Position: Q4 2023 in Review

KPP Advisory Services sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 7,228 shares — an estimated $211K sold.

KPP Advisory Services first reported a position in CEQP in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • KPP Advisory Services reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • KPP Advisory Services sold 7,228 Crestwood Equity Partners LP shares in Q4 2023, an estimated $211K.
  • KPP Advisory Services first reported a position in Crestwood Equity Partners LP in Q3 2023 and held it in 1 quarter.
  • KPP Advisory Services's Crestwood Equity Partners LP position peaked at $211K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.