BRWM
EQM

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

B. Riley Wealth Management’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
Q3 		– Sell
-400
Closed -$32K – 869
2015
Q2 		$32K Sell
400
-80
-17% -$6.66K 0.03% 516
2015
Q1 		$37K Sell
480
-1,200
-71% -$98.6K 0.03% 477
2014
Q4 		$147K Buy
1,680
+1,080
+180% +$93.2K 0.12% 205
2014
Q3 		$53K Sell
600
-15
-2% -$1.38K 0.04% 404
2014
Q2 		$59K Buy
+615
New +$50K 0.04% 439

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

B. Riley Wealth Management's EQM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2015, closing a stake of 400 shares — an estimated $32K sold.

B. Riley Wealth Management first reported a position in EQM in Q2 2014 and held it in 5 quarters. The position peaked at $147K in Q4 2014. 159 funds tracked by Wall St. Rank hold EQM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 400 EQM Midstream Partners, LP shares in Q3 2015, an estimated $32K.
  • B. Riley Wealth Management first reported a position in EQM Midstream Partners, LP in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's EQM Midstream Partners, LP position peaked at $147K in Q4 2014.
  • 159 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.