VWA
CEQP

V Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-153
Closed -$4K – 741
2017
Q2 		$4K Buy
+153
New +$3.7K ﹤0.01% 690

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

V Wealth Advisors's CEQP Position: Q3 2017 in Review

V Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q3 2017, closing a stake of 153 shares — an estimated $4K sold.

V Wealth Advisors first reported a position in CEQP in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 104 funds tracked by Wall St. Rank hold CEQP as of Q3 2017.

  • V Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 153 Crestwood Equity Partners LP shares in Q3 2017, an estimated $4K.
  • V Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Crestwood Equity Partners LP position peaked at $4K in Q2 2017.
  • 104 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.