PFS
CEQP

Prospera Financial Services’s Crestwood Equity Partners LP CEQP Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-27
Closed -$1K – 2733
2022
Q1 		$1K Buy
+27
New +$792 ﹤0.01% 2709

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Prospera Financial Services's CEQP Position: Q2 2022 in Review

Prospera Financial Services sold out of Crestwood Equity Partners LP (CEQP) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in CEQP in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 156 funds tracked by Wall St. Rank hold CEQP as of Q2 2022.

  • Prospera Financial Services reported no remaining Crestwood Equity Partners LP position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 27 Crestwood Equity Partners LP shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Crestwood Equity Partners LP position peaked at $1K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.