CHAM
EQM

Clear Harbor Asset Management’s EQM Midstream Partners, LP EQM Stock Holding History

Clear Harbor Asset 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
2020
Q1 		– Sell
-450
Closed -$13.5K – 783
2019
Q4 		$13.5K Buy
+450
New +$12.5K ﹤0.01% 576
2019
Q2 		– Sell
-5,700
Closed -$263K – 272
2019
Q1 		$263K Hold
5,700
– – 0.05% 202
2018
Q4 		$247K Hold
5,700
– – 0.06% 193
2018
Q3 		$271K Hold
5,700
– – 0.05% 197
2018
Q2 		$294K Sell
5,700
-450
-7% -$25.4K 0.05% 190
2018
Q1 		$363K Hold
6,150
– – 0.07% 165
2017
Q4 		$450K Sell
6,150
-400
-6% -$28.6K 0.08% 143
2017
Q3 		$491K Hold
6,550
– – 0.1% 143
2017
Q2 		$496K Sell
6,550
-200
-3% -$15K 0.09% 144
2017
Q1 		$519K Hold
6,750
– – 0.1% 136
2016
Q4 		$518K Hold
6,750
– – 0.11% 127
2016
Q3 		$514K Hold
6,750
– – 0.11% 131
2016
Q2 		$542K Sell
6,750
-400
-6% -$30.2K 0.12% 131
2016
Q1 		$532K Hold
7,150
– – 0.12% 125
2015
Q4 		$540K Sell
7,150
-150
-2% -$10.7K 0.12% 127
2015
Q3 		$484K Buy
7,300
+1,350
+23% +$102K 0.11% 144
2015
Q2 		$485K Sell
5,950
-500
-8% -$41.6K 0.1% 168
2015
Q1 		$501K Hold
6,450
– – 0.1% 162
2014
Q4 		$568K Hold
6,450
– – 0.12% 142
2014
Q3 		$578K Hold
6,450
– – 0.13% 112
2014
Q2 		$624K Sell
6,450
-100
-2% -$8.14K 0.13% 114
2014
Q1 		$461K Sell
6,550
-150
-2% -$9.62K 0.11% 139
2013
Q4 		$394K Hold
6,700
– – 0.1% 133
2013
Q3 		$330K Hold
6,700
– – 0.09% 132
2013
Q2 		$327K Buy
+6,700
New +$302K 0.1% 129

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Clear Harbor Asset Management's EQM Position: Q1 2020 in Review

Clear Harbor Asset Management sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 450 shares — an estimated $13.5K sold.

Clear Harbor Asset Management first reported a position in EQM in Q2 2013 and held it in 25 quarters. The position peaked at $624K in Q2 2014. 121 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Clear Harbor Asset Management reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 450 EQM Midstream Partners, LP shares in Q1 2020, an estimated $13.5K.
  • Clear Harbor Asset Management first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 25 quarters.
  • Clear Harbor Asset Management's EQM Midstream Partners, LP position peaked at $624K in Q2 2014.
  • 121 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Clear Harbor Asset Management's 13F filing for Q1 2020, filed 8 May 2020.