TFGT
CEQP

TS Financial Group (TSFG)’s Crestwood Equity Partners LP CEQP Stock Holding History

TS Financial Group (TSFG)’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
-10
Closed -$1K – 1080
2023
Q3 		$1K Hold
10
– – ﹤0.01% 1042
2023
Q2 		$0 Buy
+10
New +$254 ﹤0.01% 1085
2023
Q1 		– Sell
-500
Closed -$13K – 1031
2022
Q4 		$13K Hold
500
– – 0.01% 491
2022
Q3 		$14K Hold
500
– – 0.01% 461
2022
Q2 		$12K Hold
500
– – 0.01% 504
2022
Q1 		$15K Hold
500
– – 0.01% 484
2021
Q4 		$14K Buy
500
+89
+22% +$2.48K ﹤0.01% 512
2021
Q3 		$12K Hold
411
– – ﹤0.01% 531
2021
Q2 		$12K Hold
411
– – ﹤0.01% 528
2021
Q1 		$11K Hold
411
– – 0.01% 483
2020
Q4 		$8K Hold
411
– – ﹤0.01% 537
2020
Q3 		$5K Hold
411
– – ﹤0.01% 566
2020
Q2 		$5K Hold
411
– – ﹤0.01% 554
2020
Q1 		$2K Buy
+411
New +$8.89K ﹤0.01% 626

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

TS Financial Group (TSFG)'s CEQP Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 10 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in CEQP in Q1 2020 and held it in 14 quarters. The position peaked at $15K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 10 Crestwood Equity Partners LP shares in Q4 2023, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in Crestwood Equity Partners LP in Q1 2020 and held it in 14 quarters.
  • TS Financial Group (TSFG)'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 TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.