Pinnacle Holdings’s Crestwood Equity Partners LP CEQP Stock Holding History

Pinnacle Holdings’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 Q4	–	Sell	-25,752	Closed	-$753K	–	227
2023 Q3	$753K	Sell	25,752 -90	-0.3%	-$2.52K	0.35%	100
2023 Q2	$684K	Sell	25,842 -395	-2%	-$10K	0.31%	106
2023 Q1	$654K	Buy	26,237 +757	+3%	+$19.5K	0.3%	107
2022 Q4	$667K	Buy	25,480 +315	+1%	+$9.09K	0.3%	107
2022 Q3	$699K	Sell	25,165 -50	-0.2%	-$1.33K	0.33%	102
2022 Q2	$607K	Buy	+25,215	New	+$725K	0.28%	108
2014 Q1	–	Sell	-169	Closed	-$23.3K	–	213
2013 Q4	$23.3K	Buy	+169	New	+$24.2K	0.01%	172

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Pinnacle Holdings's CEQP Position: Q4 2023 in Review

Pinnacle Holdings sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 25,752 shares — an estimated $753K sold.

Pinnacle Holdings first reported a position in CEQP in Q4 2013 and held it in 7 quarters. The position peaked at $753K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Pinnacle Holdings reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Pinnacle Holdings sold 25,752 Crestwood Equity Partners LP shares in Q4 2023, an estimated $753K.
Pinnacle Holdings first reported a position in Crestwood Equity Partners LP in Q4 2013 and held it in 7 quarters.
Pinnacle Holdings's Crestwood Equity Partners LP position peaked at $753K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Pinnacle Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.