United Capital Financial Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,908
| Closed | -$256K | – | 1378 |
|
|
2017
Q4 | $256K | Sell |
9,908
-282
| -3% | -$7.29K | ﹤0.01% | 1166 |
|
|
2017
Q3 | $249K | Buy |
+10,190
| New | +$249K | ﹤0.01% | 1177 |
|
|
2017
Q2 | – | Sell |
-11,016
| Closed | -$289K | – | 1319 |
|
|
2017
Q1 | $289K | Sell |
11,016
-14,040
| -56% | -$368K | ﹤0.01% | 1059 |
|
|
2016
Q4 | $640K | Sell |
25,056
-1,146
| -4% | -$29.3K | 0.01% | 868 |
|
|
2016
Q3 | $557K | Buy |
26,202
+13,499
| +106% | +$287K | 0.01% | 930 |
|
|
2016
Q2 | $254K | Buy |
+12,703
| New | +$254K | ﹤0.01% | 1091 |
|