Lindbrook Capital’s Crestwood Equity Partners LP CEQP Stock Holding History

Lindbrook Capital’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	-10,953	Closed	-$320K	–	2864
2023 Q3	$320K	Buy	10,953 +5,416	+98%	+$152K	0.04%	238
2023 Q2	$147K	Buy	5,537 +102	+2%	+$2.59K	0.02%	396
2023 Q1	$135K	Sell	5,435 -8,423	-61%	-$217K	0.02%	403
2022 Q4	$363K	Hold	13,858	–	–	0.04%	216
2022 Q3	$385K	Buy	13,858 +1,375	+11%	+$36.7K	0.06%	176
2022 Q2	$301K	Buy	+12,483	New	+$359K	0.05%	216

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Lindbrook Capital's CEQP Position: Q4 2023 in Review

Lindbrook Capital sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 10,953 shares — an estimated $320K sold.

Lindbrook Capital first reported a position in CEQP in Q2 2022 and held it in 6 quarters. The position peaked at $385K in Q3 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Lindbrook Capital reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 10,953 Crestwood Equity Partners LP shares in Q4 2023, an estimated $320K.
Lindbrook Capital first reported a position in Crestwood Equity Partners LP in Q2 2022 and held it in 6 quarters.
Lindbrook Capital's Crestwood Equity Partners LP position peaked at $385K in Q3 2022.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.