Baystate Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

Baystate 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
2019 Q4	–	Sell	-613	Closed	-$20K	–	679
2019 Q3	$20K	Buy	613 +1	+0.2%	+$35	﹤0.01%	293
2019 Q2	$27K	Hold	612	–	–	﹤0.01%	274
2019 Q1	$28K	Hold	612	–	–	﹤0.01%	277
2018 Q4	$28K	Hold	612	–	–	﹤0.01%	276
2018 Q3	$32K	Buy	612 +11	+2%	+$600	0.01%	251
2018 Q2	$32K	Buy	601 +12	+2%	+$679	﹤0.01%	244
2018 Q1	$36K	Hold	589	–	–	0.01%	225
2017 Q4	$45K	Hold	589	–	–	0.01%	211
2017 Q3	$45K	Hold	589	–	–	0.01%	194
2017 Q2	$16K	Buy	589 +6	+1%	+$449	﹤0.01%	301
2017 Q1	$45K	Buy	+583	New	+$45.5K	0.01%	186

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Baystate Wealth Management's EQM Position: Q4 2019 in Review

Baystate Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 613 shares — an estimated $20K sold.

Baystate Wealth Management first reported a position in EQM in Q1 2017 and held it in 11 quarters. The position peaked at $45K in Q4 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

Baystate Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
Baystate Wealth Management sold 613 EQM Midstream Partners, LP shares in Q4 2019, an estimated $20K.
Baystate Wealth Management first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 11 quarters.
Baystate Wealth Management's EQM Midstream Partners, LP position peaked at $45K in Q4 2017.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Baystate Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.