MGIA
CEQP

Moneta Group Investment Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Moneta Group Investment 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
2023
Q4 		– Sell
-534,238
Closed -$15.6M – 587
2023
Q3 		$15.6M Hold
534,238
– – 0.35% 50
2023
Q2 		$14.1M Hold
534,238
– – 0.31% 52
2023
Q1 		$13.3M Buy
534,238
+14,101
+3% +$363K 0.32% 55
2022
Q4 		$14M Sell
520,137
-14,109
-3% -$407K 0.38% 50
2022
Q3 		$14.8M Sell
534,246
-24,143
-4% -$645K 0.57% 44
2022
Q2 		$13.4M Buy
558,389
+32,888
+6% +$945K 0.46% 51
2022
Q1 		$15.7M Buy
525,501
+5,820
+1% +$171K 0.62% 43
2021
Q4 		$14.3M Sell
519,681
-545
-0.1% -$15.2K 0.58% 44
2021
Q3 		$14.8M Buy
520,226
+13
+0% +$361 0.68% 40
2021
Q2 		$15.6M Buy
520,213
+12
+0% +$357 0.72% 35
2021
Q1 		$14.5M Buy
520,201
+4,342
+0.8% +$97.8K 0.77% 33
2020
Q4 		$9.79M Buy
515,859
+387,288
+301% +$6.34M 0.7% 37
2020
Q3 		$1.6M Buy
+128,571
New +$1.74M 0.14% 94

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Moneta Group Investment Advisors's CEQP Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 534,238 shares — an estimated $15.6M sold.

Moneta Group Investment Advisors first reported a position in CEQP in Q3 2020 and held it in 13 quarters. The position peaked at $15.7M in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 534,238 Crestwood Equity Partners LP shares in Q4 2023, an estimated $15.6M.
  • Moneta Group Investment Advisors first reported a position in Crestwood Equity Partners LP in Q3 2020 and held it in 13 quarters.
  • Moneta Group Investment Advisors's Crestwood Equity Partners LP position peaked at $15.7M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.