TrustCore Financial Services’s Crestwood Equity Partners LP CEQP Stock Holding History

TrustCore Financial Services’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 Q1	–	Sell	-53	Closed	-$1K	–	1012
2020 Q4	$1K	Hold	53	–	–	﹤0.01%	891
2020 Q3	$1K	Hold	53	–	–	﹤0.01%	825
2020 Q2	$1K	Hold	53	–	–	﹤0.01%	859
2020 Q1	$0	Hold	53	–	–	﹤0.01%	978
2019 Q4	$2K	Hold	53	–	–	﹤0.01%	839
2019 Q3	$2K	Hold	53	–	–	﹤0.01%	883
2019 Q2	$2K	Hold	53	–	–	﹤0.01%	854
2019 Q1	$2K	Buy	+53	New	+$1.72K	﹤0.01%	788
2018 Q4	–	Sell	-53	Closed	-$2K	–	830
2018 Q3	$2K	Sell	53 -33	-38%	-$1.21K	﹤0.01%	781
2018 Q2	$3K	Hold	86	–	–	﹤0.01%	791
2018 Q1	$2K	Hold	86	–	–	﹤0.01%	659
2017 Q4	$2K	Buy	+86	New	+$2.1K	﹤0.01%	635

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrustCore Financial Services's CEQP Position: Q1 2021 in Review

TrustCore Financial Services sold out of Crestwood Equity Partners LP (CEQP) in Q1 2021, closing a stake of 53 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in CEQP in Q4 2017 and held it in 12 quarters. The position peaked at $3K in Q2 2018. 129 funds tracked by Wall St. Rank hold CEQP as of Q1 2021.

TrustCore Financial Services reported no remaining Crestwood Equity Partners LP position as of Q1 2021 after selling out during the quarter.
TrustCore Financial Services sold 53 Crestwood Equity Partners LP shares in Q1 2021, an estimated $1K.
TrustCore Financial Services first reported a position in Crestwood Equity Partners LP in Q4 2017 and held it in 12 quarters.
TrustCore Financial Services's Crestwood Equity Partners LP position peaked at $3K in Q2 2018.
129 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.