Winslow Evans & Crocker’s Crestwood Equity Partners LP CEQP Stock Holding History

Winslow Evans & Crocker’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 Q4	$4K	Hold	200	–	–	﹤0.01%	1161
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	1035
2020 Q2	$3K	Sell	200 -600	-75%	-$6.84K	﹤0.01%	1007
2020 Q1	$4K	Hold	800	–	–	﹤0.01%	962
2019 Q4	$26K	Hold	800	–	–	0.01%	629
2019 Q3	$30K	Hold	800	–	–	0.01%	594
2019 Q2	$30K	Hold	800	–	–	0.01%	608
2019 Q1	$30K	Hold	800	–	–	0.01%	592
2018 Q4	$24K	Sell	800 -400	-33%	-$13.1K	0.01%	604
2018 Q3	$46K	Hold	1,200	–	–	0.01%	503
2018 Q2	$40K	Hold	1,200	–	–	0.01%	544
2018 Q1	$30.7K	Hold	1,200	–	–	0.01%	578
2017 Q4	$31K	Buy	1,200 +800	+200%	+$19.5K	0.01%	582
2017 Q3	$9.76K	Hold	400	–	–	﹤0.01%	827
2017 Q2	$9.4K	Hold	400	–	–	﹤0.01%	931
2017 Q1	$10.5K	Buy	+400	New	+$10.5K	﹤0.01%	883
2015 Q4	–	Sell	-300	Closed	-$6.84K	–	1397
2015 Q3	$6.84K	Hold	300	–	–	﹤0.01%	965
2015 Q2	$12.4K	Sell	300 -110	-27%	-$6.02K	﹤0.01%	880
2015 Q1	$24.6K	Hold	410	–	–	0.01%	687
2014 Q4	$33.2K	Hold	410	–	–	0.01%	622
2014 Q3	$43.3K	Sell	410 -85	-17%	-$11.2K	0.01%	583
2014 Q2	$73.6K	Sell	495 -85	-15%	-$11.9K	0.02%	431
2014 Q1	$80.3K	Hold	580	–	–	0.03%	410
2013 Q4	$80K	Buy	+580	New	+$82.9K	0.03%	433

Other funds holding CEQP

FRGX

First Reserve GP XI Stamford, Connecticut $330M AUM 38.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Winslow Evans & Crocker's CEQP Position: Q4 2020 in Review

Winslow Evans & Crocker held its Crestwood Equity Partners LP (CEQP) position steady in Q4 2020 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Winslow Evans & Crocker first reported a position in CEQP in Q4 2013 and has held it in 24 quarters since. The position peaked at $80.3K in Q1 2014. 107 funds tracked by Wall St. Rank hold CEQP as of Q4 2020.

Winslow Evans & Crocker held 200 shares of Crestwood Equity Partners LP worth $4K as of Q4 2020.
Winslow Evans & Crocker left its Crestwood Equity Partners LP share count unchanged in Q4 2020.
Crestwood Equity Partners LP made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1161 holding.
Winslow Evans & Crocker first reported a position in Crestwood Equity Partners LP in Q4 2013 and has held it in 24 quarters since.
Winslow Evans & Crocker's Crestwood Equity Partners LP position peaked at $80.3K in Q1 2014.
107 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.