SMFS
CEQP

Squar Milner Financial Services’s Crestwood Equity Partners LP CEQP Stock Holding History

Squar Milner Financial Services’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
-915
Closed -$33K – 768
2019
Q2 		$33K Buy
+915
New +$32.8K 0.02% 401

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
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
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Squar Milner Financial Services's CEQP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Crestwood Equity Partners LP (CEQP) in Q3 2019, closing a stake of 915 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in CEQP in Q2 2019 and held it in 1 quarter. The position peaked at $33K in Q2 2019. 117 funds tracked by Wall St. Rank hold CEQP as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Crestwood Equity Partners LP position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 915 Crestwood Equity Partners LP shares in Q3 2019, an estimated $33K.
  • Squar Milner Financial Services first reported a position in Crestwood Equity Partners LP in Q2 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Crestwood Equity Partners LP position peaked at $33K in Q2 2019.
  • 117 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.