TF
CEQP

Tompkins Financial’s Crestwood Equity Partners LP CEQP Stock Holding History

Tompkins Financial’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
-510
Closed -$14.9K – 684
2023
Q3 		$14.9K Hold
510
– – ﹤0.01% 435
2023
Q2 		$13.5K Hold
510
– – ﹤0.01% 451
2023
Q1 		$12.7K Hold
510
– – ﹤0.01% 465
2022
Q4 		$13K Hold
510
– – ﹤0.01% 459
2022
Q3 		$14K Hold
510
– – ﹤0.01% 451
2022
Q2 		$12K Hold
510
– – ﹤0.01% 460
2022
Q1 		$15K Buy
+510
New +$15K ﹤0.01% 461

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

Tompkins Financial's CEQP Position: Q4 2023 in Review

Tompkins Financial sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 510 shares — an estimated $14.9K sold.

Tompkins Financial first reported a position in CEQP in Q1 2022 and held it in 7 quarters. The position peaked at $15K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Tompkins Financial reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Tompkins Financial sold 510 Crestwood Equity Partners LP shares in Q4 2023, an estimated $14.9K.
  • Tompkins Financial first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 7 quarters.
  • Tompkins Financial's Crestwood Equity Partners LP position peaked at $15K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Tompkins Financial's 13F filing for Q4 2023, filed 8 Jan 2024.