PWAP
CEQP

Private Wealth Advisors (Pennsylvania)’s Crestwood Equity Partners LP CEQP Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2014
Q3 		– Sell
-1,500
Closed -$223K – 126
2014
Q2 		$223K Hold
1,500
– – 0.11% 117
2014
Q1 		$208K Hold
1,500
– – 0.11% 119
2013
Q4 		$207K Hold
1,500
– – 0.11% 116
2013
Q3 		$207K Buy
+1,500
New +$220K 0.12% 112

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s CEQP Position: Q3 2014 in Review

Private Wealth Advisors (Pennsylvania) sold out of Crestwood Equity Partners LP (CEQP) in Q3 2014, closing a stake of 1,500 shares — an estimated $223K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in CEQP in Q3 2013 and held it in 4 quarters. The position peaked at $223K in Q2 2014. 107 funds tracked by Wall St. Rank hold CEQP as of Q3 2014.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Crestwood Equity Partners LP position as of Q3 2014 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 1,500 Crestwood Equity Partners LP shares in Q3 2014, an estimated $223K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Crestwood Equity Partners LP in Q3 2013 and held it in 4 quarters.
  • Private Wealth Advisors (Pennsylvania)'s Crestwood Equity Partners LP position peaked at $223K in Q2 2014.
  • 107 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2014.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2014, filed 28 Oct 2014.