BWA
EQM

Burt Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-250
Closed -$19K – 589
2016
Q1 		$19K Buy
+250
New +$17.6K 0.02% 253

Other funds holding EQM

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's EQM Position: Q2 2016 in Review

Burt Wealth Advisors sold out of EQM Midstream Partners, LP (EQM) in Q2 2016, closing a stake of 250 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in EQM in Q1 2016 and held it in 1 quarter. The position peaked at $19K in Q1 2016. 184 funds tracked by Wall St. Rank hold EQM as of Q2 2016.

  • Burt Wealth Advisors reported no remaining EQM Midstream Partners, LP position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 EQM Midstream Partners, LP shares in Q2 2016, an estimated $19K.
  • Burt Wealth Advisors first reported a position in EQM Midstream Partners, LP in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's EQM Midstream Partners, LP position peaked at $19K in Q1 2016.
  • 184 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.