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

Pin Oak 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 Q3	–	Sell	-481	Closed	-$13K	–	486
2023 Q2	$13K	Buy	+481	New	+$12.2K	0.01%	297
2021 Q3	–	Sell	-481	Closed	-$14K	–	431
2021 Q2	$14K	Hold	481	–	–	0.01%	289
2021 Q1	$13K	Hold	481	–	–	0.01%	302
2020 Q4	$9K	Hold	481	–	–	0.01%	345
2020 Q3	$6K	Hold	481	–	–	0.01%	349
2020 Q2	$6K	Hold	481	–	–	0.01%	334
2020 Q1	$2K	Hold	481	–	–	﹤0.01%	377
2019 Q4	$15K	Hold	481	–	–	0.01%	287
2019 Q3	$18K	Hold	481	–	–	0.01%	269
2019 Q2	$17K	Hold	481	–	–	0.01%	290
2019 Q1	$17K	Hold	481	–	–	0.01%	282
2018 Q4	$13K	Hold	481	–	–	0.01%	296
2018 Q3	$18K	Hold	481	–	–	0.01%	271
2018 Q2	$15K	Buy	+481	New	+$14.4K	0.01%	292

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

TCA

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

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

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

CCM

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Pin Oak Investment Advisors's CEQP Position: Q3 2023 in Review

Pin Oak Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q3 2023, closing a stake of 481 shares — an estimated $13K sold.

Pin Oak Investment Advisors first reported a position in CEQP in Q2 2018 and held it in 14 quarters. The position peaked at $18K in Q3 2019. 148 funds tracked by Wall St. Rank hold CEQP as of Q3 2023.

Pin Oak Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q3 2023 after selling out during the quarter.
Pin Oak Investment Advisors sold 481 Crestwood Equity Partners LP shares in Q3 2023, an estimated $13K.
Pin Oak Investment Advisors first reported a position in Crestwood Equity Partners LP in Q2 2018 and held it in 14 quarters.
Pin Oak Investment Advisors's Crestwood Equity Partners LP position peaked at $18K in Q3 2019.
148 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.