Linscomb Wealth’s Crestwood Equity Partners LP CEQP Stock Holding History

Linscomb Wealth’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 Q1	–	Sell	-9,045	Closed	-$237K	–	335
2022 Q4	$237K	Buy	+9,045	New	+$261K	0.01%	312
2022 Q2	–	Sell	-8,221	Closed	-$246K	–	348
2022 Q1	$246K	Buy	+8,221	New	+$241K	0.01%	313
2015 Q1	–	Sell	-2,580	Closed	-$209K	–	281
2014 Q4	$209K	Sell	2,580 -1,330	-34%	-$113K	0.02%	261
2014 Q3	$413K	Sell	3,910 -351	-8%	-$46.2K	0.05%	188
2014 Q2	$634K	Buy	4,261 +162	+4%	+$22.6K	0.07%	147
2014 Q1	$567K	Buy	4,099 +1,926	+89%	+$259K	0.06%	157
2013 Q4	$300K	Buy	2,173 +1,098	+102%	+$157K	0.04%	184
2013 Q3	$148K	Sell	1,075 -1,487	-58%	-$218K	0.02%	232
2013 Q2	$410K	Buy	+2,562	New	+$351K	0.06%	151

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Linscomb Wealth's CEQP Position: Q1 2023 in Review

Linscomb Wealth sold out of Crestwood Equity Partners LP (CEQP) in Q1 2023, closing a stake of 9,045 shares — an estimated $237K sold.

Linscomb Wealth first reported a position in CEQP in Q2 2013 and held it in 9 quarters. The position peaked at $634K in Q2 2014. 150 funds tracked by Wall St. Rank hold CEQP as of Q1 2023.

Linscomb Wealth reported no remaining Crestwood Equity Partners LP position as of Q1 2023 after selling out during the quarter.
Linscomb Wealth sold 9,045 Crestwood Equity Partners LP shares in Q1 2023, an estimated $237K.
Linscomb Wealth first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 9 quarters.
Linscomb Wealth's Crestwood Equity Partners LP position peaked at $634K in Q2 2014.
150 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.