OIA
CEQP

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

OneDigital 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
2018
Q4 		– Sell
-340
Closed -$12K – 1301
2018
Q3 		$12K Sell
340
-682
-67% -$24.9K ﹤0.01% 797
2018
Q2 		$32K Hold
1,022
– – 0.01% 645
2018
Q1 		$26K Buy
+1,022
New +$27.7K 0.01% 721

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

OneDigital Investment Advisors's CEQP Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2018, closing a stake of 340 shares — an estimated $12K sold.

OneDigital Investment Advisors first reported a position in CEQP in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 109 funds tracked by Wall St. Rank hold CEQP as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 340 Crestwood Equity Partners LP shares in Q4 2018, an estimated $12K.
  • OneDigital Investment Advisors first reported a position in Crestwood Equity Partners LP in Q1 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Crestwood Equity Partners LP position peaked at $32K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.