SS
CEQP

Sunbelt Securities’s Crestwood Equity Partners LP CEQP Stock Holding History

Sunbelt Securities’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
2023
Q4 		– Sell
-344
Closed -$10.1K – 1815
2023
Q3 		$10.1K Sell
344
-520
-60% -$14.6K ﹤0.01% 1150
2023
Q2 		$22.9K Hold
864
– – ﹤0.01% 988
2023
Q1 		$21.4K Buy
+864
New +$22.3K ﹤0.01% 941

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Sunbelt Securities's CEQP Position: Q4 2023 in Review

Sunbelt Securities sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 344 shares — an estimated $10.1K sold.

Sunbelt Securities first reported a position in CEQP in Q1 2023 and held it in 3 quarters. The position peaked at $22.9K in Q2 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Sunbelt Securities reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 344 Crestwood Equity Partners LP shares in Q4 2023, an estimated $10.1K.
  • Sunbelt Securities first reported a position in Crestwood Equity Partners LP in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's Crestwood Equity Partners LP position peaked at $22.9K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.