AC
EQM

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

Avestar Capital’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
Q3 		– Sell
-1,348
Closed -$59K – 955
2019
Q2 		$59K Sell
1,348
-350
-21% -$15.8K 0.04% 273
2019
Q1 		$76K Buy
1,698
+172
+11% +$7.52K 0.05% 234
2018
Q4 		$64K Hold
1,526
– – 0.04% 235
2018
Q3 		$79K Buy
1,526
+318
+26% +$17.3K 0.05% 223
2018
Q2 		$60K Buy
1,208
+492
+69% +$27.8K 0.04% 262
2018
Q1 		$40K Buy
716
+262
+58% +$17.8K 0.03% 269
2017
Q4 		$32K Buy
+454
New +$32.4K 0.02% 298

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avestar Capital's EQM Position: Q3 2019 in Review

Avestar Capital sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 1,348 shares — an estimated $59K sold.

Avestar Capital first reported a position in EQM in Q4 2017 and held it in 7 quarters. The position peaked at $79K in Q3 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Avestar Capital reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 1,348 EQM Midstream Partners, LP shares in Q3 2019, an estimated $59K.
  • Avestar Capital first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's EQM Midstream Partners, LP position peaked at $79K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.