AR
EQM

Advisory Research’s EQM Midstream Partners, LP EQM Stock Holding History

Advisory Research’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
-761,095
Closed -$34M – 392
2019
Q2 		$34M Buy
761,095
+50,554
+7% +$2.28M 0.67% 38
2019
Q1 		$32.8M Buy
710,541
+441,520
+164% +$19.3M 0.63% 37
2018
Q4 		$11.6M Sell
269,021
-37,887
-12% -$1.81M 0.25% 107
2018
Q3 		$16.2M Sell
306,908
-222,203
-42% -$12.1M 0.27% 95
2018
Q2 		$27.3M Sell
529,111
-160,787
-23% -$9.09M 0.44% 69
2018
Q1 		$40.7M Sell
689,898
-14,201
-2% -$964K 0.73% 40
2017
Q4 		$51.5M Sell
704,099
-28,767
-4% -$2.06M 0.85% 32
2017
Q3 		$54.9M Sell
732,866
-120,409
-14% -$9.06M 0.87% 31
2017
Q2 		$63.7M Sell
853,275
-9,251
-1% -$692K 1% 21
2017
Q1 		$66.3M Sell
862,526
-7,260
-0.8% -$567K 0.98% 23
2016
Q4 		$66.7M Sell
869,786
-37,195
-4% -$2.76M 0.99% 25
2016
Q3 		$69.1M Sell
906,981
-1,943
-0.2% -$151K 1.12% 21
2016
Q2 		$73M Sell
908,924
-45,144
-5% -$3.4M 1.26% 21
2016
Q1 		$71M Buy
954,068
+64,682
+7% +$4.54M 1.34% 20
2015
Q4 		$67.1M Buy
889,386
+13,257
+2% +$942K 1.02% 31
2015
Q3 		$58.1M Sell
876,129
-433,670
-33% -$32.8M 0.83% 37
2015
Q2 		$107M Buy
1,309,799
+135,765
+12% +$11.3M 1.21% 18
2015
Q1 		$91.2M Buy
1,174,034
+56,290
+5% +$4.63M 1% 23
2014
Q4 		$98.4M Buy
1,117,744
+99,390
+10% +$8.57M 1.02% 26
2014
Q3 		$91.3M Sell
1,018,354
-29,676
-3% -$2.73M 0.88% 35
2014
Q2 		$101M Buy
1,048,030
+105,950
+11% +$8.62M 0.94% 33
2014
Q1 		$66.3M Sell
942,080
-9,560
-1% -$613K 0.68% 50
2013
Q4 		$55.9M Buy
951,640
+141,655
+17% +$7.52M 0.58% 57
2013
Q3 		$39.9M Sell
809,985
-214,345
-21% -$10.1M 0.43% 69
2013
Q2 		$50M Buy
+1,024,330
New +$46.2M 0.57% 56

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 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Research's EQM Position: Q3 2019 in Review

Advisory Research sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 761,095 shares — an estimated $34M sold.

Advisory Research first reported a position in EQM in Q2 2013 and held it in 25 quarters. The position peaked at $107M in Q2 2015. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Advisory Research reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 761,095 EQM Midstream Partners, LP shares in Q3 2019, an estimated $34M.
  • Advisory Research first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 25 quarters.
  • Advisory Research's EQM Midstream Partners, LP position peaked at $107M in Q2 2015.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.