ADBIC
EQM

A.D. Beadell Investment Counsel’s EQM Midstream Partners, LP EQM Stock Holding History

A.D. Beadell Investment Counsel’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
2018
Q1 		– Sell
-3,095
Closed -$226K – 94
2017
Q4 		$226K Buy
3,095
+380
+14% +$27.2K 0.19% 86
2017
Q3 		$203K Buy
+2,715
New +$204K 0.17% 87

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

A.D. Beadell Investment Counsel's EQM Position: Q1 2018 in Review

A.D. Beadell Investment Counsel sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 3,095 shares — an estimated $226K sold.

A.D. Beadell Investment Counsel first reported a position in EQM in Q3 2017 and held it in 2 quarters. The position peaked at $226K in Q4 2017. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • A.D. Beadell Investment Counsel reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 3,095 EQM Midstream Partners, LP shares in Q1 2018, an estimated $226K.
  • A.D. Beadell Investment Counsel first reported a position in EQM Midstream Partners, LP in Q3 2017 and held it in 2 quarters.
  • A.D. Beadell Investment Counsel's EQM Midstream Partners, LP position peaked at $226K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on A.D. Beadell Investment Counsel's 13F filing for Q1 2018, filed 25 Apr 2018.