BF
EQM

BOK Financial’s EQM Midstream Partners, LP EQM Stock Holding History

BOK Financial’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
-18,050
Closed -$590K – 962
2019
Q3 		$590K Sell
18,050
-1,400
-7% -$49.2K 0.01% 633
2019
Q2 		$869K Sell
19,450
-450
-2% -$20.3K 0.02% 525
2019
Q1 		$918K Sell
19,900
-850
-4% -$37.2K 0.02% 512
2018
Q4 		$898K Buy
+20,750
New +$989K 0.03% 482
2017
Q4 		– Sell
-1,250
Closed -$94K – 1154
2017
Q3 		$94K Buy
1,250
+25
+2% +$1.88K ﹤0.01% 937
2017
Q2 		$91K Hold
1,225
– – ﹤0.01% 861
2017
Q1 		$95K Buy
+1,225
New +$95.7K ﹤0.01% 858

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BOK Financial's EQM Position: Q4 2019 in Review

BOK Financial sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 18,050 shares — an estimated $590K sold.

BOK Financial first reported a position in EQM in Q1 2017 and held it in 7 quarters. The position peaked at $918K in Q1 2019. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • BOK Financial reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • BOK Financial sold 18,050 EQM Midstream Partners, LP shares in Q4 2019, an estimated $590K.
  • BOK Financial first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 7 quarters.
  • BOK Financial's EQM Midstream Partners, LP position peaked at $918K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on BOK Financial's 13F filing for Q4 2019, filed 12 Feb 2020.