ArchPoint Investors’s EQM Midstream Partners, LP EQM Stock Holding History

ArchPoint Investors’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	-13,679	Closed	-$722K	–	133
2018 Q3	$722K	Buy	13,679 +1,748	+15%	+$95.3K	0.2%	54
2018 Q2	$616K	Sell	11,931 -7,833	-40%	-$443K	0.18%	58
2018 Q1	$1.17M	Buy	19,764 +8,503	+76%	+$577K	0.34%	41
2017 Q4	$823K	Sell	11,261 -8,734	-44%	-$624K	0.26%	44
2017 Q3	$1.5M	Buy	19,995 +2,617	+15%	+$197K	0.48%	35
2017 Q2	$1.3M	Buy	17,378 +9,524	+121%	+$712K	0.41%	40
2017 Q1	$600K	Sell	7,854 -326	-4%	-$25.5K	0.23%	45
2016 Q4	$627K	Buy	8,180 +2,605	+47%	+$193K	0.37%	38
2016 Q3	$425K	Buy	5,575 +1,840	+49%	+$143K	0.24%	50
2016 Q2	$300K	Buy	+3,735	New	+$282K	0.17%	69

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ArchPoint Investors's EQM Position: Q4 2018 in Review

ArchPoint Investors sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 13,679 shares — an estimated $722K sold.

ArchPoint Investors first reported a position in EQM in Q2 2016 and held it in 10 quarters. The position peaked at $1.5M in Q3 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

ArchPoint Investors reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
ArchPoint Investors sold 13,679 EQM Midstream Partners, LP shares in Q4 2018, an estimated $722K.
ArchPoint Investors first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 10 quarters.
ArchPoint Investors's EQM Midstream Partners, LP position peaked at $1.5M in Q3 2017.
192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

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