CC
EQM

Cannell & Co’s EQM Midstream Partners, LP EQM Stock Holding History

Cannell & Co’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
Q4 		– Sell
-114,422
Closed -$8.72M – 268
2016
Q3 		$8.72M Sell
114,422
-47,478
-29% -$3.7M 0.32% 78
2016
Q2 		$13M Sell
161,900
-74,975
-32% -$5.65M 0.47% 66
2016
Q1 		$17.6M Buy
236,875
+44,825
+23% +$3.15M 0.63% 47
2015
Q4 		$14.7M Buy
+192,050
New +$13.6M 0.48% 60

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Cannell & Co's EQM Position: Q4 2016 in Review

Cannell & Co sold out of EQM Midstream Partners, LP (EQM) in Q4 2016, closing a stake of 114,422 shares — an estimated $8.72M sold.

Cannell & Co first reported a position in EQM in Q4 2015 and held it in 4 quarters. The position peaked at $17.6M in Q1 2016. 187 funds tracked by Wall St. Rank hold EQM as of Q4 2016.

  • Cannell & Co reported no remaining EQM Midstream Partners, LP position as of Q4 2016 after selling out during the quarter.
  • Cannell & Co sold 114,422 EQM Midstream Partners, LP shares in Q4 2016, an estimated $8.72M.
  • Cannell & Co first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 4 quarters.
  • Cannell & Co's EQM Midstream Partners, LP position peaked at $17.6M in Q1 2016.
  • 187 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2016.

Based on Cannell & Co's 13F filing for Q4 2016, filed 13 Feb 2017.