BP
EQM

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

BBR 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
2016
Q1 		– Sell
-3,130
Closed -$236K – 85
2015
Q4 		$236K Hold
3,130
– – 0.04% 61
2015
Q3 		$208K Hold
3,130
– – 0.03% 48
2015
Q2 		$255K Sell
3,130
-1,920
-38% -$160K 0.03% 60
2015
Q1 		$392K Buy
+5,050
New +$415K 0.05% 48

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBR Partners's EQM Position: Q1 2016 in Review

BBR Partners sold out of EQM Midstream Partners, LP (EQM) in Q1 2016, closing a stake of 3,130 shares — an estimated $236K sold.

BBR Partners first reported a position in EQM in Q1 2015 and held it in 4 quarters. The position peaked at $392K in Q1 2015. 170 funds tracked by Wall St. Rank hold EQM as of Q1 2016.

  • BBR Partners reported no remaining EQM Midstream Partners, LP position as of Q1 2016 after selling out during the quarter.
  • BBR Partners sold 3,130 EQM Midstream Partners, LP shares in Q1 2016, an estimated $236K.
  • BBR Partners first reported a position in EQM Midstream Partners, LP in Q1 2015 and held it in 4 quarters.
  • BBR Partners's EQM Midstream Partners, LP position peaked at $392K in Q1 2015.
  • 170 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2016.

Based on BBR Partners's 13F filing for Q1 2016, filed 12 May 2016.