UMB Bank’s Crestwood Equity Partners LP CEQP Stock Holding History

UMB Bank’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 Q2	–	Sell	-157	Closed	-$3.91K	–	1759
2023 Q1	$3.91K	Hold	157	–	–	﹤0.01%	1452
2022 Q4	$4K	Hold	157	–	–	﹤0.01%	1486
2022 Q3	$4K	Hold	157	–	–	﹤0.01%	1520
2022 Q2	$4K	Hold	157	–	–	﹤0.01%	1646
2022 Q1	$5K	Hold	157	–	–	﹤0.01%	1678
2021 Q4	$4K	Buy	+157	New	+$4.38K	﹤0.01%	1713

Other funds holding CEQP

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

CCM

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

UMB Bank's CEQP Position: Q2 2023 in Review

UMB Bank sold out of Crestwood Equity Partners LP (CEQP) in Q2 2023, closing a stake of 157 shares — an estimated $3.91K sold.

UMB Bank first reported a position in CEQP in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

UMB Bank reported no remaining Crestwood Equity Partners LP position as of Q2 2023 after selling out during the quarter.
UMB Bank sold 157 Crestwood Equity Partners LP shares in Q2 2023, an estimated $3.91K.
UMB Bank first reported a position in Crestwood Equity Partners LP in Q4 2021 and held it in 6 quarters.
UMB Bank's Crestwood Equity Partners LP position peaked at $5K in Q1 2022.
154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.