WA
CEQP

WFG Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

WFG 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
2016
Q1 		– Sell
-134
Closed -$3K – 1716
2015
Q4 		$3K Sell
134
-4,865
-97% -$110K ﹤0.01% 1326
2015
Q3 		$114K Buy
4,999
+4,825
+2,773% +$158K 0.04% 429
2015
Q2 		$7K Sell
174
-31
-15% -$1.7K ﹤0.01% 1286
2015
Q1 		$12K Sell
205
-1,105
-84% -$74.3K ﹤0.01% 1159
2014
Q4 		$106K Sell
1,310
-325
-20% -$27.6K 0.02% 615
2014
Q3 		$173K Sell
1,635
-246
-13% -$32.4K 0.03% 487
2014
Q2 		$280K Sell
1,881
-42
-2% -$5.87K 0.05% 369
2014
Q1 		$266K Buy
1,923
+11
+0.6% +$1.48K 0.05% 373
2013
Q4 		$264K Buy
+1,912
New +$273K 0.04% 449
2013
Q3 		– Sell
-2,245
Closed -$360K – 2278
2013
Q2 		$360K Buy
+2,245
New +$308K 0.06% 326

Other funds holding CEQP

FRGX
First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

WFG Advisors's CEQP Position: Q1 2016 in Review

WFG Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q1 2016, closing a stake of 134 shares — an estimated $3K sold.

WFG Advisors first reported a position in CEQP in Q2 2013 and held it in 10 quarters. The position peaked at $360K in Q2 2013. 102 funds tracked by Wall St. Rank hold CEQP as of Q1 2016.

  • WFG Advisors reported no remaining Crestwood Equity Partners LP position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 134 Crestwood Equity Partners LP shares in Q1 2016, an estimated $3K.
  • WFG Advisors first reported a position in Crestwood Equity Partners LP in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's Crestwood Equity Partners LP position peaked at $360K in Q2 2013.
  • 102 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.