SWRP
CEQP

Summit Wealth & Retirement Planning’s Crestwood Equity Partners LP CEQP Stock Holding History

Summit Wealth & Retirement Planning’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
2021
Q2 		– Sell
-25,503
Closed -$712K – 102
2021
Q1 		$712K Sell
25,503
-32,597
-56% -$734K 0.26% 59
2020
Q4 		$1.1M Sell
58,100
-8,400
-13% -$137K 0.42% 45
2020
Q3 		$829K Sell
66,500
-2,600
-4% -$35.1K 0.36% 52
2020
Q2 		$906K Buy
+69,100
New +$788K 0.43% 47

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Summit Wealth & Retirement Planning's CEQP Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Crestwood Equity Partners LP (CEQP) in Q2 2021, closing a stake of 25,503 shares — an estimated $712K sold.

Summit Wealth & Retirement Planning first reported a position in CEQP in Q2 2020 and held it in 4 quarters. The position peaked at $1.1M in Q4 2020. 127 funds tracked by Wall St. Rank hold CEQP as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining Crestwood Equity Partners LP position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 25,503 Crestwood Equity Partners LP shares in Q2 2021, an estimated $712K.
  • Summit Wealth & Retirement Planning first reported a position in Crestwood Equity Partners LP in Q2 2020 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Crestwood Equity Partners LP position peaked at $1.1M in Q4 2020.
  • 127 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.