CIM
EQM

Castleton Investment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Castleton Investment Management’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
Q2 		– Sell
-56,500
Closed -$2.61M – 43
2019
Q1 		$2.61M Buy
+56,500
New +$2.47M 0.89% 32
2016
Q4 		– Sell
-8,200
Closed -$625K – 82
2016
Q3 		$625K Buy
+8,200
New +$639K 0.29% 36

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castleton Investment Management's EQM Position: Q2 2019 in Review

Castleton Investment Management sold out of EQM Midstream Partners, LP (EQM) in Q2 2019, closing a stake of 56,500 shares — an estimated $2.61M sold.

Castleton Investment Management first reported a position in EQM in Q3 2016 and held it in 2 quarters. The position peaked at $2.61M in Q1 2019. 176 funds tracked by Wall St. Rank hold EQM as of Q2 2019.

  • Castleton Investment Management reported no remaining EQM Midstream Partners, LP position as of Q2 2019 after selling out during the quarter.
  • Castleton Investment Management sold 56,500 EQM Midstream Partners, LP shares in Q2 2019, an estimated $2.61M.
  • Castleton Investment Management first reported a position in EQM Midstream Partners, LP in Q3 2016 and held it in 2 quarters.
  • Castleton Investment Management's EQM Midstream Partners, LP position peaked at $2.61M in Q1 2019.
  • 176 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2019.

Based on Castleton Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.