MWM
CEQP

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

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Brookfield Public Securities Group
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

Mascoma Wealth Management's CEQP Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q3 2019, closing a stake of 1,525 shares — an estimated $55K sold.

Mascoma Wealth Management first reported a position in CEQP in Q2 2019 and held it in 1 quarter. The position peaked at $55K in Q2 2019. 117 funds tracked by Wall St. Rank hold CEQP as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,525 Crestwood Equity Partners LP shares in Q3 2019, an estimated $55K.
  • Mascoma Wealth Management first reported a position in Crestwood Equity Partners LP in Q2 2019 and held it in 1 quarter.
  • Mascoma Wealth Management's Crestwood Equity Partners LP position peaked at $55K in Q2 2019.
  • 117 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.