SevenBridge Financial Group’s Crestwood Equity Partners LP CEQP Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-217	Closed	-$8K	–	610
2019 Q2	$8K	Hold	217	–	–	﹤0.01%	481
2019 Q1	$8K	Hold	217	–	–	﹤0.01%	443
2018 Q4	$6K	Hold	217	–	–	﹤0.01%	428
2018 Q3	$8K	Hold	217	–	–	﹤0.01%	446
2018 Q2	$7K	Hold	217	–	–	﹤0.01%	467
2018 Q1	$6K	Hold	217	–	–	﹤0.01%	489
2017 Q4	$6K	Hold	217	–	–	﹤0.01%	499
2017 Q3	$5K	Hold	217	–	–	﹤0.01%	516
2017 Q2	$5K	Hold	217	–	–	﹤0.01%	530
2017 Q1	$6K	Hold	217	–	–	﹤0.01%	490
2016 Q4	$4K	Hold	217	–	–	﹤0.01%	551
2016 Q3	$4K	Hold	217	–	–	﹤0.01%	537
2016 Q2	$4K	Buy	+217	New	+$3.9K	﹤0.01%	633

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NIM

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SevenBridge Financial Group's CEQP Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Crestwood Equity Partners LP (CEQP) in Q3 2019, closing a stake of 217 shares — an estimated $8K sold.

SevenBridge Financial Group first reported a position in CEQP in Q2 2016 and held it in 13 quarters. The position peaked at $8K in Q2 2019. 117 funds tracked by Wall St. Rank hold CEQP as of Q3 2019.

SevenBridge Financial Group reported no remaining Crestwood Equity Partners LP position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 217 Crestwood Equity Partners LP shares in Q3 2019, an estimated $8K.
SevenBridge Financial Group first reported a position in Crestwood Equity Partners LP in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Crestwood Equity Partners LP position peaked at $8K in Q2 2019.
117 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.