RJA
CEQP

Raymond James & Associates’s Crestwood Equity Partners LP CEQP Stock Holding History

Raymond James & Associates’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
2023
Q1 		– Sell
-18,800
Closed -$940 – 4120
2022
Q4 		$940 Hold
18,800
– – ﹤0.01% 3905
2022
Q3 		$7K Hold
18,800
– – ﹤0.01% 3881
2022
Q2 		$42K Buy
+18,800
New +$540K ﹤0.01% 3809

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Raymond James & Associates's CEQP Position: Q4 2023 in Review

Raymond James & Associates sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 14,956 shares — an estimated $437K sold.

Raymond James & Associates first reported a position in CEQP in Q2 2013 and held it in 42 quarters. The position peaked at $2.34M in Q2 2019. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Raymond James & Associates reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Raymond James & Associates sold 14,956 Crestwood Equity Partners LP shares in Q4 2023, an estimated $437K.
  • Raymond James & Associates first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 42 quarters.
  • Raymond James & Associates's Crestwood Equity Partners LP position peaked at $2.34M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.