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

Boston 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
2019 Q1	–	Sell	-30,176	Closed	-$1.3M	–	749
2018 Q4	$1.3M	Sell	30,176 -18,819	-38%	-$897K	﹤0.01%	612
2018 Q3	$2.59M	Sell	48,995 -1,371	-3%	-$74.8K	﹤0.01%	572
2018 Q2	$2.6M	Sell	50,366 -4,436	-8%	-$251K	﹤0.01%	612
2018 Q1	$3.23M	Buy	+54,802	New	+$3.72M	﹤0.01%	579

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Boston Partners's EQM Position: Q1 2019 in Review

Boston Partners sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 30,176 shares — an estimated $1.3M sold.

Boston Partners first reported a position in EQM in Q1 2018 and held it in 4 quarters. The position peaked at $3.23M in Q1 2018. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

Boston Partners reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
Boston Partners sold 30,176 EQM Midstream Partners, LP shares in Q1 2019, an estimated $1.3M.
Boston Partners first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 4 quarters.
Boston Partners's EQM Midstream Partners, LP position peaked at $3.23M in Q1 2018.
182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on Boston Partners's 13F filing for Q1 2019, filed 3 May 2019.