PCIA
CEQP

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

Prime Capital 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
Q4 		– Sell
-187,109
Closed -$5.47M – 997
2023
Q3 		$5.47M Sell
187,109
-2,790
-1% -$78.2K 0.11% 142
2023
Q2 		$5.03M Buy
189,899
+2,790
+1% +$70.8K 0.1% 161
2023
Q1 		$4.66M Buy
187,109
+39,000
+26% +$1M 0.19% 99
2022
Q4 		$3.88M Sell
148,109
-4,400
-3% -$127K 0.15% 120
2022
Q3 		$4.24M Hold
152,509
– – 0.24% 81
2022
Q2 		$3.67M Buy
152,509
+41,909
+38% +$1.2M 0.22% 84
2022
Q1 		$3.05M Hold
110,600
– – 0.17% 107
2021
Q4 		$3.05M Buy
110,600
+18,000
+19% +$502K 0.16% 110
2021
Q3 		$2.63M Sell
92,600
-23,910
-21% -$664K 0.16% 110
2021
Q2 		$3.49M Buy
+116,510
New +$3.47M 0.2% 103
2020
Q2 		– Sell
-131,714
Closed -$557K – 542
2020
Q1 		$557K Buy
131,714
+72,884
+124% +$1.58M 0.07% 146
2019
Q4 		$1.81M Hold
58,830
– – 0.21% 108
2019
Q3 		$2.15M Hold
58,830
– – 0.33% 78
2019
Q2 		$2.1M Buy
+58,830
New +$2.11M 0.38% 78

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Prime Capital Investment Advisors's CEQP Position: Q4 2023 in Review

Prime Capital Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 187,109 shares — an estimated $5.47M sold.

Prime Capital Investment Advisors first reported a position in CEQP in Q2 2019 and held it in 14 quarters. The position peaked at $5.47M in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Prime Capital Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 187,109 Crestwood Equity Partners LP shares in Q4 2023, an estimated $5.47M.
  • Prime Capital Investment Advisors first reported a position in Crestwood Equity Partners LP in Q2 2019 and held it in 14 quarters.
  • Prime Capital Investment Advisors's Crestwood Equity Partners LP position peaked at $5.47M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.