Newbridge Financial Services Group’s Crestwood Equity Partners LP CEQP Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-150	Closed	-$4K	–	1565
2022 Q1	$4K	Buy	+150	New	+$4.4K	﹤0.01%	1169
2021 Q3	–	Sell	-1,143	Closed	-$34K	–	1647
2021 Q2	$34K	Buy	+1,143	New	+$34K	0.02%	567

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Newbridge Financial Services Group's CEQP Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Crestwood Equity Partners LP (CEQP) in Q2 2022, closing a stake of 150 shares — an estimated $4K sold.

Newbridge Financial Services Group first reported a position in CEQP in Q2 2021 and held it in 2 quarters. The position peaked at $34K in Q2 2021. 156 funds tracked by Wall St. Rank hold CEQP as of Q2 2022.

Newbridge Financial Services Group reported no remaining Crestwood Equity Partners LP position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 150 Crestwood Equity Partners LP shares in Q2 2022, an estimated $4K.
Newbridge Financial Services Group first reported a position in Crestwood Equity Partners LP in Q2 2021 and held it in 2 quarters.
Newbridge Financial Services Group's Crestwood Equity Partners LP position peaked at $34K in Q2 2021.
156 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.