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

United Capital 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
2018 Q1	–	Sell	-9,908	Closed	-$256K	–	1378
2017 Q4	$256K	Sell	9,908 -282	-3%	-$6.87K	﹤0.01%	1166
2017 Q3	$249K	Buy	+10,190	New	+$250K	﹤0.01%	1177
2017 Q2	–	Sell	-11,016	Closed	-$289K	–	1319
2017 Q1	$289K	Sell	11,016 -14,040	-56%	-$369K	﹤0.01%	1059
2016 Q4	$640K	Sell	25,056 -1,146	-4%	-$25K	0.01%	868
2016 Q3	$557K	Buy	26,202 +13,499	+106%	+$282K	0.01%	930
2016 Q2	$254K	Buy	+12,703	New	+$229K	﹤0.01%	1091

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

United Capital Financial Advisors's CEQP Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q1 2018, closing a stake of 9,908 shares — an estimated $256K sold.

United Capital Financial Advisors first reported a position in CEQP in Q2 2016 and held it in 6 quarters. The position peaked at $640K in Q4 2016. 116 funds tracked by Wall St. Rank hold CEQP as of Q1 2018.

United Capital Financial Advisors reported no remaining Crestwood Equity Partners LP position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 9,908 Crestwood Equity Partners LP shares in Q1 2018, an estimated $256K.
United Capital Financial Advisors first reported a position in Crestwood Equity Partners LP in Q2 2016 and held it in 6 quarters.
United Capital Financial Advisors's Crestwood Equity Partners LP position peaked at $640K in Q4 2016.
116 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.