SWP
CEQP

Stratos Wealth Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-2,505
Closed -$92K – 2658
2018
Q3 		$92K Buy
+2,505
New +$91.6K ﹤0.01% 1167
2018
Q2 		– Sell
-2,764
Closed -$71K – 2744
2018
Q1 		$71K Hold
2,764
– – ﹤0.01% 1387
2017
Q4 		$71K Buy
+2,764
New +$67.3K ﹤0.01% 1349

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $2.02B AUM 30.38% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Stratos Wealth Partners's CEQP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Crestwood Equity Partners LP (CEQP) in Q4 2018, closing a stake of 2,505 shares — an estimated $92K sold.

Stratos Wealth Partners first reported a position in CEQP in Q4 2017 and held it in 3 quarters. The position peaked at $92K in Q3 2018. 109 funds tracked by Wall St. Rank hold CEQP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Crestwood Equity Partners LP position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,505 Crestwood Equity Partners LP shares in Q4 2018, an estimated $92K.
  • Stratos Wealth Partners first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Crestwood Equity Partners LP position peaked at $92K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.