TFA
CEQP

Transamerica Financial Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Transamerica Financial 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
2016
Q2 		– Sell
-71
Closed -$1K – 721
2016
Q1 		$1K Hold
71
– – ﹤0.01% 727
2015
Q4 		$2K Buy
+71
New +$1.61K ﹤0.01% 710

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transamerica Financial Advisors's CEQP Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q2 2016, closing a stake of 71 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in CEQP in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 113 funds tracked by Wall St. Rank hold CEQP as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Crestwood Equity Partners LP position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 71 Crestwood Equity Partners LP shares in Q2 2016, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in Crestwood Equity Partners LP in Q4 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's Crestwood Equity Partners LP position peaked at $2K in Q4 2015.
  • 113 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.