Private Advisory Group’s Crestwood Equity Partners LP CEQP Stock Holding History

Private Advisory Group’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
2018 Q4	–	Sell	-8,014	Closed	-$296K	–	161
2018 Q3	$296K	Buy	+8,014	New	+$293K	0.15%	105
2017 Q2	–	Sell	-28,621	Closed	-$752K	–	156
2017 Q1	$752K	Buy	28,621 +14,379	+101%	+$378K	0.5%	56
2016 Q4	$364K	Buy	+14,242	New	+$311K	0.25%	83

Other funds holding CEQP

FRGX

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

KACA

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

Private Advisory Group's CEQP Position: Q4 2018 in Review

Private Advisory Group sold out of Crestwood Equity Partners LP (CEQP) in Q4 2018, closing a stake of 8,014 shares — an estimated $296K sold.

Private Advisory Group first reported a position in CEQP in Q4 2016 and held it in 3 quarters. The position peaked at $752K in Q1 2017. 109 funds tracked by Wall St. Rank hold CEQP as of Q4 2018.

Private Advisory Group reported no remaining Crestwood Equity Partners LP position as of Q4 2018 after selling out during the quarter.
Private Advisory Group sold 8,014 Crestwood Equity Partners LP shares in Q4 2018, an estimated $296K.
Private Advisory Group first reported a position in Crestwood Equity Partners LP in Q4 2016 and held it in 3 quarters.
Private Advisory Group's Crestwood Equity Partners LP position peaked at $752K in Q1 2017.
109 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2018.

Based on Private Advisory Group's 13F filing for Q4 2018, filed 11 Feb 2019.