LWCFA
CEQP

Loring Wolcott & Coolidge Fiduciary Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2015
Q4 		– Sell
-40
Closed -$2K – 682
2015
Q3 		$2K Hold
40
– – ﹤0.01% 603
2015
Q2 		$2K Hold
40
– – ﹤0.01% 603
2015
Q1 		$2K Hold
40
– – ﹤0.01% 610
2014
Q4 		$3K Hold
40
– – ﹤0.01% 608
2014
Q3 		$4K Hold
40
– – ﹤0.01% 574
2014
Q2 		$6K Hold
40
– – ﹤0.01% 584
2014
Q1 		$6K Hold
40
– – ﹤0.01% 577
2013
Q4 		$6K Hold
40
– – ﹤0.01% 552
2013
Q3 		$6K Hold
40
– – ﹤0.01% 517
2013
Q2 		$6K Buy
+40
New +$5.48K ﹤0.01% 562

Other funds holding CEQP

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CEQP Position: Q4 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2015, closing a stake of 40 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CEQP in Q2 2013 and held it in 10 quarters. The position peaked at $6K in Q2 2014. 103 funds tracked by Wall St. Rank hold CEQP as of Q4 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 40 Crestwood Equity Partners LP shares in Q4 2015, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 10 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Crestwood Equity Partners LP position peaked at $6K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.