BWP
EQM

Baldwin Wealth Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Baldwin Wealth 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
2018
Q3 		– Sell
-784
Closed -$40K – 550
2018
Q2 		$40K Buy
+784
New +$44.3K 0.01% 337

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Baldwin Wealth Partners's EQM Position: Q3 2018 in Review

Baldwin Wealth Partners sold out of EQM Midstream Partners, LP (EQM) in Q3 2018, closing a stake of 784 shares — an estimated $40K sold.

Baldwin Wealth Partners first reported a position in EQM in Q2 2018 and held it in 1 quarter. The position peaked at $40K in Q2 2018. 196 funds tracked by Wall St. Rank hold EQM as of Q3 2018.

  • Baldwin Wealth Partners reported no remaining EQM Midstream Partners, LP position as of Q3 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 784 EQM Midstream Partners, LP shares in Q3 2018, an estimated $40K.
  • Baldwin Wealth Partners first reported a position in EQM Midstream Partners, LP in Q2 2018 and held it in 1 quarter.
  • Baldwin Wealth Partners's EQM Midstream Partners, LP position peaked at $40K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2018.

Based on Baldwin Wealth Partners's 13F filing for Q3 2018, filed 26 Oct 2018.