AG
EQM

Advisor Group’s EQM Midstream Partners, LP EQM Stock Holding History

Advisor Group’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
Q4 		$40K Buy
1,356
+569
+72% +$15.8K ﹤0.01% 3572
2019
Q3 		$26K Sell
787
-913
-54% -$32.1K ﹤0.01% 3806
2019
Q2 		$76K Sell
1,700
-788
-32% -$35.5K ﹤0.01% 3074
2019
Q1 		$116K Sell
2,488
-615
-20% -$26.9K ﹤0.01% 2739
2018
Q4 		$135K Buy
3,103
+2,323
+298% +$111K ﹤0.01% 2398
2018
Q3 		$41K Buy
780
+140
+22% +$7.63K ﹤0.01% 3435
2018
Q2 		$33K Buy
640
+119
+23% +$6.73K ﹤0.01% 3410
2018
Q1 		$31K Buy
521
+17
+3% +$1.15K ﹤0.01% 3410
2017
Q4 		$37K Sell
504
-6
-1% -$429 ﹤0.01% 3302
2017
Q3 		$38K Sell
510
-211
-29% -$15.9K ﹤0.01% 3147
2017
Q2 		$53K Sell
721
-43
-6% -$3.22K ﹤0.01% 2810
2017
Q1 		$59K Buy
764
+39
+5% +$3.05K ﹤0.01% 2584
2016
Q4 		$55K Buy
725
+7
+1% +$519 ﹤0.01% 2552
2016
Q3 		$55K Sell
718
-36
-5% -$2.8K ﹤0.01% 2473
2016
Q2 		$60K Buy
+754
New +$56.9K ﹤0.01% 2290

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advisor Group's EQM Position: Q4 2019 in Review

Advisor Group increased its EQM Midstream Partners, LP (EQM) stake by 72% in Q4 2019, buying an estimated $15.8K and bringing the position to 1,356 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Advisor Group first reported a position in EQM in Q2 2016 and has held it in 15 quarters since. The position peaked at $135K in Q4 2018. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Advisor Group held 1,356 shares of EQM Midstream Partners, LP worth $40K as of Q4 2019.
  • Advisor Group bought 569 EQM Midstream Partners, LP shares in Q4 2019, an estimated $15.8K.
  • EQM Midstream Partners, LP made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3572 holding.
  • Advisor Group first reported a position in EQM Midstream Partners, LP in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's EQM Midstream Partners, LP position peaked at $135K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.