VFA
CEQP

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

Valeo 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
2020
Q3 		– Sell
-58
Closed -$1K – 2228
2020
Q2 		$1K Buy
+58
New +$662 ﹤0.01% 1999

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return

Valeo Financial Advisors's CEQP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q3 2020, closing a stake of 58 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CEQP in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 100 funds tracked by Wall St. Rank hold CEQP as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Crestwood Equity Partners LP position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 58 Crestwood Equity Partners LP shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Crestwood Equity Partners LP in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Crestwood Equity Partners LP position peaked at $1K in Q2 2020.
  • 100 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.