Parisi Gray Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Parisi Gray 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 Q2	–	Sell	-187	Closed	-$7K	–	486
2019 Q1	$7K	Hold	187	–	–	﹤0.01%	421
2018 Q4	$5K	Hold	187	–	–	﹤0.01%	479
2018 Q3	$7K	Hold	187	–	–	﹤0.01%	453
2018 Q2	$6K	Hold	187	–	–	﹤0.01%	482
2018 Q1	$5K	Hold	187	–	–	﹤0.01%	508
2017 Q4	$5K	Buy	+187	New	+$4.55K	﹤0.01%	551

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

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

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Parisi Gray Wealth Management's CEQP Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q2 2019, closing a stake of 187 shares — an estimated $7K sold.

Parisi Gray Wealth Management first reported a position in CEQP in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2019. 120 funds tracked by Wall St. Rank hold CEQP as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 187 Crestwood Equity Partners LP shares in Q2 2019, an estimated $7K.
Parisi Gray Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Crestwood Equity Partners LP position peaked at $7K in Q1 2019.
120 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.