AIM
EQM

Advantage Investment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Advantage Investment Management’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
Q4 		– Sell
-139
Closed -$7K – 1113
2018
Q3 		$7K Hold
139
– – ﹤0.01% 810
2018
Q2 		$7K Hold
139
– – 0.01% 720
2018
Q1 		$8K Hold
139
– – ﹤0.01% 727
2017
Q4 		$10K Hold
139
– – ﹤0.01% 703
2017
Q3 		$10K Hold
139
– – ﹤0.01% 701
2017
Q2 		$10K Hold
139
– – ﹤0.01% 710
2017
Q1 		$11K Hold
139
– – ﹤0.01% 678
2016
Q4 		$11K Buy
+139
New +$10.3K ﹤0.01% 621

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advantage Investment Management's EQM Position: Q4 2018 in Review

Advantage Investment Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 139 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in EQM in Q4 2016 and held it in 8 quarters. The position peaked at $11K in Q1 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Advantage Investment Management reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 139 EQM Midstream Partners, LP shares in Q4 2018, an estimated $7K.
  • Advantage Investment Management first reported a position in EQM Midstream Partners, LP in Q4 2016 and held it in 8 quarters.
  • Advantage Investment Management's EQM Midstream Partners, LP position peaked at $11K in Q1 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.