Avior Wealth Management’s EQGP Holdings, LP EQGP Stock Holding History

Avior Wealth Management’s Portfolio EQGP Stock Details EQGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,264	Closed	-$30K	–	794
2018 Q2	$30K	Hold	1,264	–	–	0.01%	514
2018 Q1	$29K	Hold	1,264	–	–	0.01%	523
2017 Q4	$34K	Buy	1,264 +1,190	+1,608%	+$32.2K	0.01%	509
2017 Q3	$2K	Hold	74	–	–	﹤0.01%	473
2017 Q2	$2K	Hold	74	–	–	﹤0.01%	424
2017 Q1	$2K	Hold	74	–	–	﹤0.01%	465
2016 Q4	$2K	Hold	74	–	–	﹤0.01%	469
2016 Q3	$2K	Hold	74	–	–	﹤0.01%	432
2016 Q2	$2K	Hold	74	–	–	﹤0.01%	430
2016 Q1	$2K	Hold	74	–	–	﹤0.01%	453
2015 Q4	$2K	Hold	74	–	–	﹤0.01%	416
2015 Q3	$2K	Hold	74	–	–	﹤0.01%	377
2015 Q2	$3K	Buy	+74	New	+$2.41K	﹤0.01%	343

Other funds holding EQGP

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Avior Wealth Management's EQGP Position: Q3 2018 in Review

Avior Wealth Management sold out of EQGP Holdings, LP (EQGP) in Q3 2018, closing a stake of 1,264 shares — an estimated $30K sold.

Avior Wealth Management first reported a position in EQGP in Q2 2015 and held it in 13 quarters. The position peaked at $34K in Q4 2017. 76 funds tracked by Wall St. Rank hold EQGP as of Q3 2018.

Avior Wealth Management reported no remaining EQGP Holdings, LP position as of Q3 2018 after selling out during the quarter.
Avior Wealth Management sold 1,264 EQGP Holdings, LP shares in Q3 2018, an estimated $30K.
Avior Wealth Management first reported a position in EQGP Holdings, LP in Q2 2015 and held it in 13 quarters.
Avior Wealth Management's EQGP Holdings, LP position peaked at $34K in Q4 2017.
76 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q3 2018.

Based on Avior Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.