Cedar Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

Cedar Wealth 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 Q3	–	Sell	-310	Closed	-$14K	–	175
2019 Q2	$14K	Buy	310 +70	+29%	+$3.15K	0.01%	143
2019 Q1	$11K	Buy	240 +130	+118%	+$5.68K	0.01%	144
2018 Q4	$5K	Buy	+110	New	+$5.24K	﹤0.01%	144
2018 Q2	–	Sell	-2,480	Closed	-$146K	–	215
2018 Q1	$146K	Hold	2,480	–	–	0.09%	68
2017 Q4	$181K	Hold	2,480	–	–	0.11%	60
2017 Q3	$186K	Hold	2,480	–	–	0.11%	56
2017 Q2	$185K	Hold	2,480	–	–	0.12%	54
2017 Q1	$191K	Hold	2,480	–	–	0.12%	54
2016 Q4	$190K	Buy	+2,480	New	+$184K	0.13%	53
2016 Q3	–	Sell	-2,480	Closed	-$199K	–	131
2016 Q2	$199K	Buy	+2,480	New	+$187K	0.13%	46

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Wealth Management's EQM Position: Q3 2019 in Review

Cedar Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 310 shares — an estimated $14K sold.

Cedar Wealth Management first reported a position in EQM in Q2 2016 and held it in 10 quarters. The position peaked at $199K in Q2 2016. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Cedar Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Cedar Wealth Management sold 310 EQM Midstream Partners, LP shares in Q3 2019, an estimated $14K.
Cedar Wealth Management first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 10 quarters.
Cedar Wealth Management's EQM Midstream Partners, LP position peaked at $199K in Q2 2016.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Cedar Wealth Management's 13F filing for Q3 2019, filed 24 Oct 2019.