BRWA
EQM

B. Riley Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-469
Closed -$41 – 2252
2014
Q4 		$41 Buy
+469
New +$40.5K ﹤0.01% 2194
2014
Q3 		– Sell
-178
Closed -$17.2K – 2113
2014
Q2 		$17.2K Buy
+178
New +$14.5K ﹤0.01% 1534

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Advisors's EQM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2015, closing a stake of 469 shares — an estimated $41 sold.

B. Riley Wealth Advisors first reported a position in EQM in Q2 2014 and held it in 2 quarters. The position peaked at $17.2K in Q2 2014. 150 funds tracked by Wall St. Rank hold EQM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 469 EQM Midstream Partners, LP shares in Q1 2015, an estimated $41.
  • B. Riley Wealth Advisors first reported a position in EQM Midstream Partners, LP in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's EQM Midstream Partners, LP position peaked at $17.2K in Q2 2014.
  • 150 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.