PWPS
CEQP

Pinnacle Wealth Planning Services’s Crestwood Equity Partners LP CEQP Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-9
Closed – – 2117
2020
Q4 		$0 Buy
+9
New +$147 ﹤0.01% 2330

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's CEQP Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Crestwood Equity Partners LP (CEQP) in Q1 2021, closing a stake of 9 shares.

Pinnacle Wealth Planning Services first reported a position in CEQP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 129 funds tracked by Wall St. Rank hold CEQP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Crestwood Equity Partners LP position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 9 Crestwood Equity Partners LP shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Crestwood Equity Partners LP in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Crestwood Equity Partners LP position peaked at $0 in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.