CBT
EQM

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

Capital 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
2018
Q4 		– Sell
-493
Closed -$26K – 892
2018
Q3 		$26K Buy
+493
New +$26.9K ﹤0.01% 557

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Bank & Trust's EQM Position: Q4 2018 in Review

Capital Bank & Trust sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 493 shares — an estimated $26K sold.

Capital Bank & Trust first reported a position in EQM in Q3 2018 and held it in 1 quarter. The position peaked at $26K in Q3 2018. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Capital Bank & Trust reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 493 EQM Midstream Partners, LP shares in Q4 2018, an estimated $26K.
  • Capital Bank & Trust first reported a position in EQM Midstream Partners, LP in Q3 2018 and held it in 1 quarter.
  • Capital Bank & Trust's EQM Midstream Partners, LP position peaked at $26K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.