ACP
EQM

Aveo Capital Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Aveo Capital Partners’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
Q2 		– Sell
-6,400
Closed -$295K – 202
2019
Q1 		$295K Buy
6,400
+1,100
+21% +$48.1K 0.14% 126
2018
Q4 		$229K Buy
+5,300
New +$253K 0.11% 115

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AA
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Neuberger Berman Group
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BC
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aveo Capital Partners's EQM Position: Q2 2019 in Review

Aveo Capital Partners sold out of EQM Midstream Partners, LP (EQM) in Q2 2019, closing a stake of 6,400 shares — an estimated $295K sold.

Aveo Capital Partners first reported a position in EQM in Q4 2018 and held it in 2 quarters. The position peaked at $295K in Q1 2019. 176 funds tracked by Wall St. Rank hold EQM as of Q2 2019.

  • Aveo Capital Partners reported no remaining EQM Midstream Partners, LP position as of Q2 2019 after selling out during the quarter.
  • Aveo Capital Partners sold 6,400 EQM Midstream Partners, LP shares in Q2 2019, an estimated $295K.
  • Aveo Capital Partners first reported a position in EQM Midstream Partners, LP in Q4 2018 and held it in 2 quarters.
  • Aveo Capital Partners's EQM Midstream Partners, LP position peaked at $295K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2019.

Based on Aveo Capital Partners's 13F filing for Q2 2019, filed 6 Aug 2019.