RIA
CEQP

Regal Investment Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Regal Investment 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
2014
Q4 		– Sell
-300
Closed -$32K – 1019
2014
Q3 		$32K Sell
300
-100
-25% -$13.2K 0.01% 480
2014
Q2 		$59K Sell
400
-200
-33% -$27.9K 0.02% 359
2014
Q1 		$83K Buy
+600
New +$80.6K 0.04% 287
2013
Q4 		– Sell
-680
Closed -$94K – 981
2013
Q3 		$94K Sell
680
-70
-9% -$10.2K 0.05% 240
2013
Q2 		$120K Buy
+750
New +$103K 0.07% 207

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Regal Investment Advisors's CEQP Position: Q4 2014 in Review

Regal Investment Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2014, closing a stake of 300 shares — an estimated $32K sold.

Regal Investment Advisors first reported a position in CEQP in Q2 2013 and held it in 5 quarters. The position peaked at $120K in Q2 2013. 92 funds tracked by Wall St. Rank hold CEQP as of Q4 2014.

  • Regal Investment Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 300 Crestwood Equity Partners LP shares in Q4 2014, an estimated $32K.
  • Regal Investment Advisors first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Crestwood Equity Partners LP position peaked at $120K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.