CI
EQM

Conning Inc’s EQM Midstream Partners, LP EQM Stock Holding History

Conning Inc’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
-17,062
Closed -$510K – 482
2019
Q4 		$510K Sell
17,062
-14,460
-46% -$402K 0.02% 297
2019
Q3 		$1.03M Sell
31,522
-1,046
-3% -$36.7K 0.04% 211
2019
Q2 		$1.46M Sell
32,568
-43,191
-57% -$1.94M 0.05% 181
2019
Q1 		$3.5M Buy
75,759
+111
+0.1% +$4.85K 0.11% 127
2018
Q4 		$3.27M Buy
75,648
+9,525
+14% +$454K 0.11% 121
2018
Q3 		$3.49M Buy
66,123
+13,290
+25% +$725K 0.1% 126
2018
Q2 		$2.73M Buy
52,833
+7,722
+17% +$437K 0.08% 159
2018
Q1 		$2.66M Buy
45,111
+56
+0.1% +$3.8K 0.09% 154
2017
Q4 		$3.29M Sell
45,055
-6,425
-12% -$459K 0.11% 135
2017
Q3 		$3.86M Buy
51,480
+2,710
+6% +$204K 0.13% 126
2017
Q2 		$3.64M Buy
48,770
+760
+2% +$56.8K 0.13% 133
2017
Q1 		$3.69M Buy
48,010
+39
+0.1% +$3.05K 0.14% 123
2016
Q4 		$3.68M Buy
47,971
+9,313
+24% +$690K 0.15% 122
2016
Q3 		$2.94M Buy
38,658
+278
+0.7% +$21.7K 0.12% 139
2016
Q2 		$3.08M Buy
38,380
+112
+0.3% +$8.45K 0.13% 133
2016
Q1 		$2.85M Sell
38,268
-603
-2% -$42.4K 0.12% 134
2015
Q4 		$2.93M Buy
38,871
+1,376
+4% +$97.8K 0.13% 139
2015
Q3 		$2.49M Buy
37,495
+7,513
+25% +$568K 0.11% 146
2015
Q2 		$2.44M Buy
29,982
+19,198
+178% +$1.6M 0.1% 152
2015
Q1 		$837K Buy
10,784
+1,705
+19% +$140K 0.04% 280
2014
Q4 		$799K Buy
+9,079
New +$783K 0.04% 285

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Conning Inc's EQM Position: Q1 2020 in Review

Conning Inc sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 17,062 shares — an estimated $510K sold.

Conning Inc first reported a position in EQM in Q4 2014 and held it in 21 quarters. The position peaked at $3.86M in Q3 2017. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Conning Inc reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Conning Inc sold 17,062 EQM Midstream Partners, LP shares in Q1 2020, an estimated $510K.
  • Conning Inc first reported a position in EQM Midstream Partners, LP in Q4 2014 and held it in 21 quarters.
  • Conning Inc's EQM Midstream Partners, LP position peaked at $3.86M in Q3 2017.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Conning Inc's 13F filing for Q1 2020, filed 29 Apr 2020.