BP
EQM

Banyan Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Banyan 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
2014
Q2 		– Sell
-6,000
Closed -$422K – 401
2014
Q1 		$422K Sell
6,000
-900
-13% -$57.7K 0.04% 318
2013
Q4 		$406K Buy
+6,900
New +$367K 0.03% 336

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Banyan Partners's EQM Position: Q2 2014 in Review

Banyan Partners sold out of EQM Midstream Partners, LP (EQM) in Q2 2014, closing a stake of 6,000 shares — an estimated $422K sold.

Banyan Partners first reported a position in EQM in Q4 2013 and held it in 2 quarters. The position peaked at $422K in Q1 2014. 130 funds tracked by Wall St. Rank hold EQM as of Q2 2014.

  • Banyan Partners reported no remaining EQM Midstream Partners, LP position as of Q2 2014 after selling out during the quarter.
  • Banyan Partners sold 6,000 EQM Midstream Partners, LP shares in Q2 2014, an estimated $422K.
  • Banyan Partners first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 2 quarters.
  • Banyan Partners's EQM Midstream Partners, LP position peaked at $422K in Q1 2014.
  • 130 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2014.

Based on Banyan Partners's 13F filing for Q2 2014, filed 8 Aug 2014.