CA
EQM

Cumberland Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Cumberland Advisors’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
2017
Q1 		– Sell
-220
Closed -$17K – 48
2016
Q4 		$17K Buy
220
+80
+57% +$5.93K 0.01% 43
2016
Q3 		$11K Hold
140
– – 0.01% 52
2016
Q2 		$11K Hold
140
– – 0.01% 49
2016
Q1 		$10K Hold
140
– – 0.01% 49
2015
Q4 		$11K Buy
+140
New +$9.95K 0.01% 50

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cumberland Advisors's EQM Position: Q1 2017 in Review

Cumberland Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2017, closing a stake of 220 shares — an estimated $17K sold.

Cumberland Advisors first reported a position in EQM in Q4 2015 and held it in 5 quarters. The position peaked at $17K in Q4 2016. 193 funds tracked by Wall St. Rank hold EQM as of Q1 2017.

  • Cumberland Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2017 after selling out during the quarter.
  • Cumberland Advisors sold 220 EQM Midstream Partners, LP shares in Q1 2017, an estimated $17K.
  • Cumberland Advisors first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 5 quarters.
  • Cumberland Advisors's EQM Midstream Partners, LP position peaked at $17K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.