Creative Planning
EQM

Creative Planning’s EQM Midstream Partners, LP EQM Stock Holding History

Creative Planning’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
-10,312
Closed -$308K – 2168
2019
Q4 		$308K Buy
10,312
+730
+8% +$20.3K ﹤0.01% 1390
2019
Q3 		$313K Buy
9,582
+382
+4% +$13.4K ﹤0.01% 1336
2019
Q2 		$411K Buy
9,200
+857
+10% +$38.6K ﹤0.01% 1183
2019
Q1 		$385K Sell
8,343
-141
-2% -$6.17K ﹤0.01% 1189
2018
Q4 		$367K Sell
8,484
-3,728
-31% -$178K ﹤0.01% 1116
2018
Q3 		$645K Sell
12,212
-649
-5% -$35.4K ﹤0.01% 955
2018
Q2 		$663K Sell
12,861
-8,288
-39% -$469K ﹤0.01% 937
2018
Q1 		$1.25M Buy
21,149
+600
+3% +$40.7K 0.01% 620
2017
Q4 		$1.5M Buy
20,549
+3,314
+19% +$237K 0.01% 541
2017
Q3 		$1.29M Buy
17,235
+10,025
+139% +$754K 0.01% 603
2017
Q2 		$538K Buy
7,210
+1,330
+23% +$99.5K ﹤0.01% 976
2017
Q1 		$452K Buy
5,880
+1,411
+32% +$110K ﹤0.01% 1038
2016
Q4 		$343K Buy
4,469
+2,175
+95% +$161K ﹤0.01% 1122
2016
Q3 		$175K Buy
2,294
+721
+46% +$56.2K ﹤0.01% 1473
2016
Q2 		$126K Sell
1,573
-399
-20% -$30.1K ﹤0.01% 1526
2016
Q1 		$147K Buy
1,972
+959
+95% +$67.4K ﹤0.01% 1392
2015
Q4 		$76K Sell
1,013
-1,000
-50% -$71.1K ﹤0.01% 1804
2015
Q3 		$134K Buy
+2,013
New +$152K ﹤0.01% 1415
2015
Q2 		– Sell
-1,258
Closed -$98K – 3457
2015
Q1 		$98K Sell
1,258
-1,189
-49% -$97.7K ﹤0.01% 1583
2014
Q4 		$215K Sell
2,447
-753
-24% -$65K ﹤0.01% 1102
2014
Q3 		$287K Hold
3,200
– – ﹤0.01% 887
2014
Q2 		$310K Sell
3,200
-200
-6% -$16.3K ﹤0.01% 826
2014
Q1 		$239K Buy
3,400
+3,200
+1,600% +$205K ﹤0.01% 917
2013
Q4 		$12K Hold
200
– – ﹤0.01% 2495
2013
Q3 		$10K Hold
200
– – ﹤0.01% 2482
2013
Q2 		$10K Buy
+200
New +$9.02K ﹤0.01% 2291

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

Creative Planning's EQM Position: Q1 2020 in Review

Creative Planning sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 10,312 shares — an estimated $308K sold.

Creative Planning first reported a position in EQM in Q2 2013 and held it in 26 quarters. The position peaked at $1.5M in Q4 2017. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Creative Planning reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 10,312 EQM Midstream Partners, LP shares in Q1 2020, an estimated $308K.
  • Creative Planning first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 26 quarters.
  • Creative Planning's EQM Midstream Partners, LP position peaked at $1.5M in Q4 2017.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.