Security National Bank of Sioux City Iowa’s Crestwood Equity Partners LP CEQP Stock Holding History

Security National Bank of Sioux City Iowa’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	-7,500	Closed	-$219K	–	95
2023 Q3	$219K	Buy	+7,500	New	+$210K	0.17%	88
2022 Q4	–	Sell	-7,500	Closed	-$208K	–	101
2022 Q3	$208K	Buy	+7,500	New	+$200K	0.19%	87
2022 Q2	–	Sell	-7,500	Closed	-$224K	–	93
2022 Q1	$224K	Hold	7,500	–	–	0.17%	82
2021 Q4	$207K	Hold	7,500	–	–	0.14%	88
2021 Q3	$213K	Buy	+7,500	New	+$208K	0.16%	85
2021 Q2	–	Sell	-7,500	Closed	-$209K	–	128
2021 Q1	$209K	Buy	+7,500	New	+$169K	0.17%	97
2020 Q1	–	Sell	-6,700	Closed	-$206K	–	92
2019 Q4	$206K	Buy	6,700 +700	+12%	+$23K	0.2%	89
2019 Q3	$219K	Hold	6,000	–	–	0.25%	82
2019 Q2	$215K	Hold	6,000	–	–	0.25%	80
2019 Q1	$211K	Buy	+6,000	New	+$194K	0.24%	81
2018 Q4	–	Sell	-6,000	Closed	-$221K	–	89
2018 Q3	$221K	Buy	+6,000	New	+$219K	0.2%	80

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Security National Bank of Sioux City Iowa's CEQP Position: Q4 2023 in Review

Security National Bank of Sioux City Iowa sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 7,500 shares — an estimated $219K sold.

Security National Bank of Sioux City Iowa first reported a position in CEQP in Q3 2018 and held it in 11 quarters. The position peaked at $224K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Security National Bank of Sioux City Iowa reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 7,500 Crestwood Equity Partners LP shares in Q4 2023, an estimated $219K.
Security National Bank of Sioux City Iowa first reported a position in Crestwood Equity Partners LP in Q3 2018 and held it in 11 quarters.
Security National Bank of Sioux City Iowa's Crestwood Equity Partners LP position peaked at $224K in Q1 2022.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2023, filed 16 Feb 2024.