AIA
EQM

Avalon Investment & Advisory’s EQM Midstream Partners, LP EQM Stock Holding History

Avalon Investment & Advisory’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
2016
Q3 		– Sell
-4,374
Closed -$351K – 327
2016
Q2 		$351K Buy
4,374
+291
+7% +$21.9K 0.01% 253
2016
Q1 		$304K Sell
4,083
-367
-8% -$25.8K 0.01% 226
2015
Q4 		$336K Buy
+4,450
New +$316K 0.01% 222

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Avalon Investment & Advisory's EQM Position: Q3 2016 in Review

Avalon Investment & Advisory sold out of EQM Midstream Partners, LP (EQM) in Q3 2016, closing a stake of 4,374 shares — an estimated $351K sold.

Avalon Investment & Advisory first reported a position in EQM in Q4 2015 and held it in 3 quarters. The position peaked at $351K in Q2 2016. 185 funds tracked by Wall St. Rank hold EQM as of Q3 2016.

  • Avalon Investment & Advisory reported no remaining EQM Midstream Partners, LP position as of Q3 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,374 EQM Midstream Partners, LP shares in Q3 2016, an estimated $351K.
  • Avalon Investment & Advisory first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 3 quarters.
  • Avalon Investment & Advisory's EQM Midstream Partners, LP position peaked at $351K in Q2 2016.
  • 185 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2016.

Based on Avalon Investment & Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.