AIL
EQM

AGF Investments LLC’s EQM Midstream Partners, LP EQM Stock Holding History

AGF Investments LLC’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 		– Sell
-1,056
Closed -$35K – 719
2019
Q3 		$35K Buy
1,056
+28
+3% +$984 0.01% 436
2019
Q2 		$46K Buy
1,028
+221
+27% +$9.95K 0.01% 415
2019
Q1 		$37K Buy
+807
New +$35.3K 0.01% 388
2018
Q3 		– Sell
-448
Closed -$23 – 882
2018
Q2 		$23 Buy
448
+114
+34% +$6.45K ﹤0.01% 596
2018
Q1 		$19K Sell
334
-1,002
-75% -$68K ﹤0.01% 467
2017
Q4 		$99K Buy
+1,336
New +$95.5K 0.02% 187

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

AGF Investments LLC's EQM Position: Q4 2019 in Review

AGF Investments LLC sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 1,056 shares — an estimated $35K sold.

AGF Investments LLC first reported a position in EQM in Q4 2017 and held it in 6 quarters. The position peaked at $99K in Q4 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • AGF Investments LLC reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • AGF Investments LLC sold 1,056 EQM Midstream Partners, LP shares in Q4 2019, an estimated $35K.
  • AGF Investments LLC first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 6 quarters.
  • AGF Investments LLC's EQM Midstream Partners, LP position peaked at $99K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on AGF Investments LLC's 13F filing for Q4 2019, filed 12 Feb 2020.