1834 Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

1834 Investment Advisors’s Portfolio EQM Stock Details EQM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,800	Closed	-$170K	–	508
2019 Q2	$170K	Buy	3,800 +500	+15%	+$22.5K	0.03%	205
2019 Q1	$152K	Buy	3,300 +1,000	+43%	+$43.7K	0.02%	208
2018 Q4	$99K	Buy	2,300 +1,000	+77%	+$47.7K	0.02%	221
2018 Q3	$69K	Buy	+1,300	New	+$70.9K	0.01%	261

Other funds holding EQM

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1834 Investment Advisors's EQM Position: Q3 2019 in Review

1834 Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 3,800 shares — an estimated $170K sold.

1834 Investment Advisors first reported a position in EQM in Q3 2018 and held it in 4 quarters. The position peaked at $170K in Q2 2019. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

1834 Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
1834 Investment Advisors sold 3,800 EQM Midstream Partners, LP shares in Q3 2019, an estimated $170K.
1834 Investment Advisors first reported a position in EQM Midstream Partners, LP in Q3 2018 and held it in 4 quarters.
1834 Investment Advisors's EQM Midstream Partners, LP position peaked at $170K in Q2 2019.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.