PCP
CEQP

Proficio Capital Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

Proficio Capital Partners’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
2017
Q1 		– Sell
-7,525
Closed -$192K – 1376
2016
Q4 		$192K Buy
+7,525
New +$164K 0.08% 138

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Proficio Capital Partners's CEQP Position: Q1 2017 in Review

Proficio Capital Partners sold out of Crestwood Equity Partners LP (CEQP) in Q1 2017, closing a stake of 7,525 shares — an estimated $192K sold.

Proficio Capital Partners first reported a position in CEQP in Q4 2016 and held it in 1 quarter. The position peaked at $192K in Q4 2016. 114 funds tracked by Wall St. Rank hold CEQP as of Q1 2017.

  • Proficio Capital Partners reported no remaining Crestwood Equity Partners LP position as of Q1 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 7,525 Crestwood Equity Partners LP shares in Q1 2017, an estimated $192K.
  • Proficio Capital Partners first reported a position in Crestwood Equity Partners LP in Q4 2016 and held it in 1 quarter.
  • Proficio Capital Partners's Crestwood Equity Partners LP position peaked at $192K in Q4 2016.
  • 114 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2017.

Based on Proficio Capital Partners's 13F filing for Q1 2017, filed 25 May 2017.