Berman Capital Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Berman Capital Advisors’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
2020 Q2	–	Sell	-1,082	Closed	-$12K	–	1932
2020 Q1	$12K	Hold	1,082	–	–	﹤0.01%	632
2019 Q4	$32K	Sell	1,082 -2,716	-72%	-$75.6K	0.01%	416
2019 Q3	$123K	Sell	3,798 -538	-12%	-$18.9K	0.04%	187
2019 Q2	$192K	Sell	4,336 -982	-18%	-$44.2K	0.06%	134
2019 Q1	$243K	Buy	5,318 +350	+7%	+$15.3K	0.08%	113
2018 Q4	$214K	Buy	4,968 +25	+0.5%	+$1.19K	0.08%	101
2018 Q3	$261K	Buy	+4,943	New	+$270K	0.11%	87
2018 Q2	–	Sell	-3,501	Closed	-$206K	–	124
2018 Q1	$206K	Buy	+3,501	New	+$238K	0.08%	102

Other funds holding EQM

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Berman Capital Advisors's EQM Position: Q2 2020 in Review

Berman Capital Advisors sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 1,082 shares — an estimated $12K sold.

Berman Capital Advisors first reported a position in EQM in Q1 2018 and held it in 8 quarters. The position peaked at $261K in Q3 2018. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

Berman Capital Advisors reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,082 EQM Midstream Partners, LP shares in Q2 2020, an estimated $12K.
Berman Capital Advisors first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 8 quarters.
Berman Capital Advisors's EQM Midstream Partners, LP position peaked at $261K in Q3 2018.
2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.