CAPTRUST Financial Advisors
EQM

CAPTRUST Financial Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

CAPTRUST Financial 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
2019
Q4 		– Sell
-1,246
Closed -$41K – 2020
2019
Q3 		$41K Sell
1,246
-870
-41% -$30.6K ﹤0.01% 1063
2019
Q2 		$95K Hold
2,116
– – ﹤0.01% 780
2019
Q1 		$98K Buy
2,116
+540
+34% +$23.6K ﹤0.01% 710
2018
Q4 		$68K Sell
1,576
-3,970
-72% -$189K ﹤0.01% 693
2018
Q3 		$293K Buy
5,546
+4,581
+475% +$250K 0.01% 370
2018
Q2 		$50K Sell
965
-705
-42% -$39.9K ﹤0.01% 682
2018
Q1 		$97K Hold
1,670
– – 0.01% 459
2017
Q4 		$122K Buy
+1,670
New +$119K 0.01% 408

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAPTRUST Financial Advisors's EQM Position: Q4 2019 in Review

CAPTRUST Financial Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 1,246 shares — an estimated $41K sold.

CAPTRUST Financial Advisors first reported a position in EQM in Q4 2017 and held it in 8 quarters. The position peaked at $293K in Q3 2018. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • CAPTRUST Financial Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,246 EQM Midstream Partners, LP shares in Q4 2019, an estimated $41K.
  • CAPTRUST Financial Advisors first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's EQM Midstream Partners, LP position peaked at $293K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.