Mascoma Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Mascoma Wealth Management’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
2019 Q3	–	Sell	-1,525	Closed	-$55K	–	365
2019 Q2	$55K	Buy	+1,525	New	+$54.6K	0.03%	154

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Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Brookfield Public Securities Group New York $6.17B AUM

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return