Prosperity Planning’s Crestwood Equity Partners LP CEQP Stock Holding History

Prosperity Planning’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
2021 Q2	–	Sell	-9,435	Closed	-$263K	–	89
2021 Q1	$263K	Sell	9,435 -1,672	-15%	-$37.7K	0.19%	63
2020 Q4	$211K	Buy	+11,107	New	+$182K	0.18%	66

Other funds holding CEQP

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Prosperity Planning's CEQP Position: Q2 2021 in Review

Prosperity Planning sold out of Crestwood Equity Partners LP (CEQP) in Q2 2021, closing a stake of 9,435 shares — an estimated $263K sold.

Prosperity Planning first reported a position in CEQP in Q4 2020 and held it in 2 quarters. The position peaked at $263K in Q1 2021. 127 funds tracked by Wall St. Rank hold CEQP as of Q2 2021.

Prosperity Planning reported no remaining Crestwood Equity Partners LP position as of Q2 2021 after selling out during the quarter.
Prosperity Planning sold 9,435 Crestwood Equity Partners LP shares in Q2 2021, an estimated $263K.
Prosperity Planning first reported a position in Crestwood Equity Partners LP in Q4 2020 and held it in 2 quarters.
Prosperity Planning's Crestwood Equity Partners LP position peaked at $263K in Q1 2021.
127 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2021.

Based on Prosperity Planning's 13F filing for Q2 2021, filed 13 Jul 2021.