WP
CEQP

WealthPLAN Partners’s Crestwood Equity Partners LP CEQP Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$879 Hold
43
– – ﹤0.01% 902
2016
Q2 		$1 Buy
+43
New +$774 ﹤0.01% 2589

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's CEQP Position: Q3 2016 in Review

WealthPLAN Partners held its Crestwood Equity Partners LP (CEQP) position steady in Q3 2016 at 43 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #902.

WealthPLAN Partners first reported a position in CEQP in Q2 2016 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold CEQP as of Q3 2016.

  • WealthPLAN Partners held 43 shares of Crestwood Equity Partners LP worth $879 as of Q3 2016.
  • WealthPLAN Partners left its Crestwood Equity Partners LP share count unchanged in Q3 2016.
  • Crestwood Equity Partners LP made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #902 holding.
  • WealthPLAN Partners first reported a position in Crestwood Equity Partners LP in Q2 2016 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.