PFA
CEQP

Professional Financial Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-3,589
Closed -$100K – 499
2022
Q3 		$100K Hold
3,589
– – 0.06% 107
2022
Q2 		$86K Hold
3,589
– – 0.05% 114
2022
Q1 		$107K Buy
+3,589
New +$105K 0.05% 106

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Professional Financial Advisors's CEQP Position: Q4 2022 in Review

Professional Financial Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2022, closing a stake of 3,589 shares — an estimated $100K sold.

Professional Financial Advisors first reported a position in CEQP in Q1 2022 and held it in 3 quarters. The position peaked at $107K in Q1 2022. 151 funds tracked by Wall St. Rank hold CEQP as of Q4 2022.

  • Professional Financial Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 3,589 Crestwood Equity Partners LP shares in Q4 2022, an estimated $100K.
  • Professional Financial Advisors first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 3 quarters.
  • Professional Financial Advisors's Crestwood Equity Partners LP position peaked at $107K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.