Steel Grove Capital Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Steel Grove Capital Advisors’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
2018 Q1	–	Sell	-8,237	Closed	-$213K	–	326
2017 Q4	$213K	Hold	8,237	–	–	0.03%	277
2017 Q3	$201K	Buy	+8,237	New	+$202K	0.04%	271
2017 Q2	–	Sell	-8,237	Closed	-$216K	–	300
2017 Q1	$216K	Hold	8,237	–	–	0.04%	252
2016 Q4	$210K	Buy	+8,237	New	+$180K	0.04%	235
2016 Q2	–	Sell	-11,357	Closed	-$133K	–	201
2016 Q1	$133K	Buy	+11,357	New	+$130K	0.03%	180

Other funds holding CEQP

FRGX

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

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

KACA

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Steel Grove Capital Advisors's CEQP Position: Q1 2018 in Review

Steel Grove Capital Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q1 2018, closing a stake of 8,237 shares — an estimated $213K sold.

Steel Grove Capital Advisors first reported a position in CEQP in Q1 2016 and held it in 5 quarters. The position peaked at $216K in Q1 2017. 116 funds tracked by Wall St. Rank hold CEQP as of Q1 2018.

Steel Grove Capital Advisors reported no remaining Crestwood Equity Partners LP position as of Q1 2018 after selling out during the quarter.
Steel Grove Capital Advisors sold 8,237 Crestwood Equity Partners LP shares in Q1 2018, an estimated $213K.
Steel Grove Capital Advisors first reported a position in Crestwood Equity Partners LP in Q1 2016 and held it in 5 quarters.
Steel Grove Capital Advisors's Crestwood Equity Partners LP position peaked at $216K in Q1 2017.
116 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2018, filed 15 May 2018.