Selective Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,404	Closed	-$39K	–	782
2022 Q3	$39K	Hold	1,404	–	–	0.02%	328
2022 Q2	$34K	Buy	1,404 +266	+23%	+$7.65K	0.01%	385
2022 Q1	$34K	Buy	+1,138	New	+$33.4K	0.01%	371

Other funds holding CEQP

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

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

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

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

TCA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Selective Wealth Management's CEQP Position: Q4 2022 in Review

Selective Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2022, closing a stake of 1,404 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in CEQP in Q1 2022 and held it in 3 quarters. The position peaked at $39K in Q3 2022. 151 funds tracked by Wall St. Rank hold CEQP as of Q4 2022.

Selective Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,404 Crestwood Equity Partners LP shares in Q4 2022, an estimated $39K.
Selective Wealth Management first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Crestwood Equity Partners LP position peaked at $39K in Q3 2022.
151 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.