CPIG
EQM

Chicago Partners Investment Group’s EQM Midstream Partners, LP EQM Stock Holding History

Chicago Partners Investment Group’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
2020
Q2 		– Sell
-25,370
Closed -$451K – 407
2020
Q1 		$451K Sell
25,370
-1,735
-6% -$35.3K 0.07% 204
2019
Q4 		$819K Sell
27,105
-19,822
-42% -$551K 0.1% 150
2019
Q3 		$1.53M Buy
46,927
+1,364
+3% +$47.9K 0.22% 85
2019
Q2 		$1.88M Buy
45,563
+670
+1% +$30.2K 0.27% 73
2019
Q1 		$2.03M Buy
44,893
+4,885
+12% +$214K 0.3% 60
2018
Q4 		$1.79M Buy
40,008
+457
+1% +$21.8K 0.27% 67
2018
Q3 		$1.78M Buy
39,551
+10,222
+35% +$557K 0.27% 65
2018
Q2 		$1.51M Sell
29,329
-143
-0.5% -$8.09K 0.23% 73
2018
Q1 		$1.74M Sell
29,472
-512
-2% -$34.8K 0.3% 60
2017
Q4 		$2.19M Buy
29,984
+1,612
+6% +$115K 0.36% 56
2017
Q3 		$2.13M Buy
28,372
+22,818
+411% +$1.72M 0.36% 54
2017
Q2 		$420K Sell
5,554
-10,517
-65% -$787K 0.11% 124
2017
Q1 		$1.24M Buy
16,071
+7,327
+84% +$572K 0.35% 57
2016
Q4 		$671K Buy
8,744
+6,126
+234% +$454K 0.24% 80
2016
Q3 		$199K Buy
2,618
+601
+30% +$46.8K 0.08% 171
2016
Q2 		$162K Sell
2,017
-1,649
-45% -$124K 0.08% 151
2016
Q1 		$273K Buy
3,666
+3,438
+1,508% +$242K 0.14% 99
2015
Q4 		$17K Hold
228
– – 0.01% 355
2015
Q3 		$15K Buy
+228
New +$17.2K 0.01% 310

Other funds holding EQM

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Chicago Partners Investment Group's EQM Position: Q2 2020 in Review

Chicago Partners Investment Group sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 25,370 shares — an estimated $451K sold.

Chicago Partners Investment Group first reported a position in EQM in Q3 2015 and held it in 19 quarters. The position peaked at $2.19M in Q4 2017. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

  • Chicago Partners Investment Group reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
  • Chicago Partners Investment Group sold 25,370 EQM Midstream Partners, LP shares in Q2 2020, an estimated $451K.
  • Chicago Partners Investment Group first reported a position in EQM Midstream Partners, LP in Q3 2015 and held it in 19 quarters.
  • Chicago Partners Investment Group's EQM Midstream Partners, LP position peaked at $2.19M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on Chicago Partners Investment Group's 13F filing for Q2 2020, filed 31 Jul 2020.