WA
CEQP

WealthTrust Axiom’s Crestwood Equity Partners LP CEQP Stock Holding History

WealthTrust Axiom’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
2015
Q4 		– Sell
-1,089
Closed -$24K – 228
2015
Q3 		$24K Buy
+1,089
New +$35.5K 0.01% 218

Other funds holding CEQP

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthTrust Axiom's CEQP Position: Q4 2015 in Review

WealthTrust Axiom sold out of Crestwood Equity Partners LP (CEQP) in Q4 2015, closing a stake of 1,089 shares — an estimated $24K sold.

WealthTrust Axiom first reported a position in CEQP in Q3 2015 and held it in 1 quarter. The position peaked at $24K in Q3 2015. 103 funds tracked by Wall St. Rank hold CEQP as of Q4 2015.

  • WealthTrust Axiom reported no remaining Crestwood Equity Partners LP position as of Q4 2015 after selling out during the quarter.
  • WealthTrust Axiom sold 1,089 Crestwood Equity Partners LP shares in Q4 2015, an estimated $24K.
  • WealthTrust Axiom first reported a position in Crestwood Equity Partners LP in Q3 2015 and held it in 1 quarter.
  • WealthTrust Axiom's Crestwood Equity Partners LP position peaked at $24K in Q3 2015.
  • 103 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2015.

Based on WealthTrust Axiom's 13F filing for Q4 2015, filed 28 Jan 2016.