Mariner Independent Advisor Network’s Crestwood Equity Partners LP CEQP Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$5.16M	Sell	185,648 -11,520	-6%	-$308K	0.22%	114
2022 Q2	$4.75M	Buy	197,168 +3,410	+2%	+$98K	0.2%	126
2022 Q1	$5.83M	Buy	193,758 +16,317	+9%	+$479K	0.22%	113
2021 Q4	$4.97M	Sell	177,441 -31,522	-15%	-$878K	0.23%	105
2021 Q3	$5.93M	Sell	208,963 -2,554	-1%	-$70.9K	0.29%	90
2021 Q2	$6.34M	Sell	211,517 -6,500	-3%	-$193K	0.29%	82
2021 Q1	$6.09M	Buy	218,017 +2,351	+1%	+$52.9K	0.32%	70
2020 Q4	$4.09M	Buy	215,666 +3,996	+2%	+$65.4K	0.22%	115
2020 Q3	$2.64M	Buy	211,670 +41,870	+25%	+$565K	0.22%	122
2020 Q2	$2.19M	Buy	+169,800	New	+$1.94M	0.2%	125

Other funds holding CEQP

FRGX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Mariner Independent Advisor Network's CEQP Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Crestwood Equity Partners LP (CEQP) stake by 5.8% in Q3 2022, selling an estimated $308K and leaving 185,648 shares worth $5.16M. The position accounts for 0.22% of the portfolio, ranked #114.

Mariner Independent Advisor Network first reported a position in CEQP in Q2 2020 and has held it in 10 quarters since. The position peaked at $6.34M in Q2 2021. 164 funds tracked by Wall St. Rank hold CEQP as of Q3 2022.

Mariner Independent Advisor Network held 185,648 shares of Crestwood Equity Partners LP worth $5.16M as of Q3 2022.
Mariner Independent Advisor Network sold 11,520 Crestwood Equity Partners LP shares in Q3 2022, an estimated $308K.
Crestwood Equity Partners LP made up 0.22% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #114 holding.
Mariner Independent Advisor Network first reported a position in Crestwood Equity Partners LP in Q2 2020 and has held it in 10 quarters since.
Mariner Independent Advisor Network's Crestwood Equity Partners LP position peaked at $6.34M in Q2 2021.
164 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.