Ameriprise
EQM

Ameriprise’s EQM Midstream Partners, LP EQM Stock Holding History

Ameriprise’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
-91,420
Closed -$4.83M – 3815
2018
Q3 		$4.83M Buy
91,420
+10,046
+12% +$548K ﹤0.01% 2363
2018
Q2 		$4.2M Sell
81,374
-1,350
-2% -$76.3K ﹤0.01% 2362
2018
Q1 		$4.45M Buy
82,724
+6,449
+8% +$438K ﹤0.01% 2257
2017
Q4 		$5.58M Sell
76,275
-1,300
-2% -$92.9K ﹤0.01% 2053
2017
Q3 		$5.82M Sell
77,575
-2,407
-3% -$181K ﹤0.01% 1991
2017
Q2 		$5.97M Sell
79,982
-7,496
-9% -$561K ﹤0.01% 1936
2017
Q1 		$6.72M Buy
87,478
+84,704
+3,053% +$6.62M ﹤0.01% 1819
2016
Q4 		$213K Buy
+2,774
New +$206K ﹤0.01% 3651
2014
Q4 		– Sell
-473
Closed -$42K – 4676
2014
Q3 		$42K Buy
473
+51
+12% +$4.69K ﹤0.01% 4097
2014
Q2 		$41K Buy
422
+344
+441% +$28K ﹤0.01% 3994
2014
Q1 		$5K Sell
78
-486
-86% -$31.2K ﹤0.01% 4801
2013
Q4 		$33K Buy
+564
New +$30K ﹤0.01% 3840

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
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

Ameriprise's EQM Position: Q4 2018 in Review

Ameriprise sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 91,420 shares — an estimated $4.83M sold.

Ameriprise first reported a position in EQM in Q4 2013 and held it in 12 quarters. The position peaked at $6.72M in Q1 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Ameriprise reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Ameriprise sold 91,420 EQM Midstream Partners, LP shares in Q4 2018, an estimated $4.83M.
  • Ameriprise first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 12 quarters.
  • Ameriprise's EQM Midstream Partners, LP position peaked at $6.72M in Q1 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

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