BPBT
EQM

Boston Private Bank & Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$45K Hold
575
– – ﹤0.01% 586
2014
Q4 		$51K Hold
575
– – ﹤0.01% 575
2014
Q3 		$52K Buy
+575
New +$52.9K ﹤0.01% 580

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Private Bank & Trust's EQM Position: Q1 2015 in Review

Boston Private Bank & Trust held its EQM Midstream Partners, LP (EQM) position steady in Q1 2015 at 575 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Boston Private Bank & Trust first reported a position in EQM in Q3 2014 and has held it in 3 quarters since. The position peaked at $52K in Q3 2014. 150 funds tracked by Wall St. Rank hold EQM as of Q1 2015.

  • Boston Private Bank & Trust held 575 shares of EQM Midstream Partners, LP worth $45K as of Q1 2015.
  • Boston Private Bank & Trust left its EQM Midstream Partners, LP share count unchanged in Q1 2015.
  • EQM Midstream Partners, LP made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #586 holding.
  • Boston Private Bank & Trust first reported a position in EQM Midstream Partners, LP in Q3 2014 and has held it in 3 quarters since.
  • Boston Private Bank & Trust's EQM Midstream Partners, LP position peaked at $52K in Q3 2014.
  • 150 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.