RDFA
CEQP

Ritter Daniher Financial Advisory’s Crestwood Equity Partners LP CEQP Stock Holding History

Ritter Daniher Financial Advisory’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
Q4 		– Sell
-100
Closed -$2.92K – 379
2023
Q3 		$2.92K Buy
+100
New +$2.8K ﹤0.01% 291

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Ritter Daniher Financial Advisory's CEQP Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 100 shares — an estimated $2.92K sold.

Ritter Daniher Financial Advisory first reported a position in CEQP in Q3 2023 and held it in 1 quarter. The position peaked at $2.92K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Ritter Daniher Financial Advisory reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 100 Crestwood Equity Partners LP shares in Q4 2023, an estimated $2.92K.
  • Ritter Daniher Financial Advisory first reported a position in Crestwood Equity Partners LP in Q3 2023 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Crestwood Equity Partners LP position peaked at $2.92K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.