Legacy Financial Strategies’s Crestwood Equity Partners LP CEQP Stock Holding History

Legacy Financial Strategies’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	-11,300	Closed	-$299K	–	83
2023 Q2	$299K	Hold	11,300	–	–	0.1%	60
2023 Q1	$282K	Hold	11,300	–	–	0.1%	59
2022 Q4	$296K	Sell	11,300 -1,200	-10%	-$34.6K	0.12%	57
2022 Q3	$347K	Hold	12,500	–	–	0.16%	53
2022 Q2	$301K	Hold	12,500	–	–	0.15%	54
2022 Q1	$374K	Hold	12,500	–	–	0.16%	53
2021 Q4	$345K	Hold	12,500	–	–	0.15%	52
2021 Q3	$355K	Hold	12,500	–	–	0.17%	52
2021 Q2	$375K	Hold	12,500	–	–	0.18%	52
2021 Q1	$349K	Hold	12,500	–	–	0.18%	52
2020 Q4	$237K	Hold	12,500	–	–	0.12%	61
2020 Q3	$156K	Hold	12,500	–	–	0.09%	60
2020 Q2	$164K	Buy	12,500 +500	+4%	+$5.7K	0.13%	57
2020 Q1	$51K	Hold	12,000	–	–	0.05%	55
2019 Q4	$370K	Hold	12,000	–	–	0.3%	55
2019 Q3	$418K	Hold	12,000	–	–	0.37%	47
2019 Q2	$441K	Hold	12,000	–	–	0.41%	44
2019 Q1	$422K	Hold	12,000	–	–	0.36%	45
2018 Q4	$335K	Hold	12,000	–	–	0.33%	46
2018 Q3	$382K	Sell	12,000 -2,000	-14%	-$73.1K	0.39%	41
2018 Q2	$445K	Hold	14,000	–	–	0.4%	56
2018 Q1	$358K	Sell	14,000 -100	-0.7%	-$2.71K	0.35%	66
2017 Q4	$364K	Buy	+14,100	New	+$343K	0.39%	58

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Legacy Financial Strategies's CEQP Position: Q3 2023 in Review

Legacy Financial Strategies sold out of Crestwood Equity Partners LP (CEQP) in Q3 2023, closing a stake of 11,300 shares — an estimated $299K sold.

Legacy Financial Strategies first reported a position in CEQP in Q4 2017 and held it in 23 quarters. The position peaked at $445K in Q2 2018. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

Legacy Financial Strategies reported no remaining Crestwood Equity Partners LP position as of Q3 2023 after selling out during the quarter.
Legacy Financial Strategies sold 11,300 Crestwood Equity Partners LP shares in Q3 2023, an estimated $299K.
Legacy Financial Strategies first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 23 quarters.
Legacy Financial Strategies's Crestwood Equity Partners LP position peaked at $445K in Q2 2018.
148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

Based on Legacy Financial Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.