BIM
EQM

Beach Investment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Beach Investment 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
2018
Q1 		– Sell
-12,020
Closed -$879K – 50
2017
Q4 		$879K Buy
+12,020
New +$859K 1.34% 29

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beach Investment Management's EQM Position: Q1 2018 in Review

Beach Investment Management sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 12,020 shares — an estimated $879K sold.

Beach Investment Management first reported a position in EQM in Q4 2017 and held it in 1 quarter. The position peaked at $879K in Q4 2017. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • Beach Investment Management reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • Beach Investment Management sold 12,020 EQM Midstream Partners, LP shares in Q1 2018, an estimated $879K.
  • Beach Investment Management first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 1 quarter.
  • Beach Investment Management's EQM Midstream Partners, LP position peaked at $879K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on Beach Investment Management's 13F filing for Q1 2018, filed 10 May 2018.