OIA
CEQP

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

Optimum 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
2015
Q4 		– Sell
-1,084
Closed -$25K – 295
2015
Q3 		$25K Buy
+1,084
New +$35.4K 0.01% 273
2015
Q1 		$34K Hold
560
– – 0.01% 587
2014
Q4 		$45K Hold
560
– – 0.01% 542
2014
Q3 		$59K Sell
560
-90
-14% -$11.8K 0.02% 443
2014
Q2 		$96K Buy
650
+90
+16% +$12.6K 0.03% 351
2014
Q1 		$78K Hold
560
– – 0.03% 332
2013
Q4 		$77K Buy
+560
New +$80.1K 0.03% 335

Other funds holding CEQP

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's CEQP Position: Q4 2015 in Review

Optimum Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2015, closing a stake of 1,084 shares — an estimated $25K sold.

Optimum Investment Advisors first reported a position in CEQP in Q4 2013 and held it in 7 quarters. The position peaked at $96K in Q2 2014. 103 funds tracked by Wall St. Rank hold CEQP as of Q4 2015.

  • Optimum Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,084 Crestwood Equity Partners LP shares in Q4 2015, an estimated $25K.
  • Optimum Investment Advisors first reported a position in Crestwood Equity Partners LP in Q4 2013 and held it in 7 quarters.
  • Optimum Investment Advisors's Crestwood Equity Partners LP position peaked at $96K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2015.

Based on Optimum Investment Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.