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CWA
EQGP
Cypress Wealth Advisors’s
EQGP Holdings, LP
EQGP
Stock Holding History
Cypress Wealth Advisors’s Portfolio
EQGP Stock Details
EQGP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-31,800
Closed
-$662K
–
89
2018
Q3
$662K
Sell
31,800
-4,425
-12%
-$99K
0.7%
45
2018
Q2
$852K
Sell
36,225
-325
-0.9%
-$7.92K
0.92%
38
2018
Q1
$844K
Buy
36,550
+1,600
+5%
+$41.2K
0.91%
38
2017
Q4
$940K
Buy
+34,950
New
+$947K
0.9%
39
2017
Q2
–
Sell
-16,050
Closed
-$439K
–
199
2017
Q1
$439K
Sell
16,050
-700
-4%
-$19.1K
0.2%
106
2016
Q4
$422K
Buy
16,750
+50
+0.3%
+$1.21K
0.19%
108
2016
Q3
$419K
Buy
16,700
+550
+3%
+$14K
0.19%
110
2016
Q2
$412K
Buy
16,150
+1,225
+8%
+$30.8K
0.2%
105
2016
Q1
$403K
Buy
14,925
+50
+0.3%
+$1.1K
0.18%
114
2015
Q4
$309K
Sell
14,875
-850
-5%
-$20K
0.16%
121
2015
Q3
$358K
Sell
15,725
-400
-2%
-$12.2K
0.19%
111
2015
Q2
$548K
Buy
+16,125
New
+$526K
0.32%
78
Other funds holding EQGP
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
WRBC
W.R. Berkley Corp
Greenwich, Connecticut
$1.86B AUM
14.44%
1-Year Est. Return
AR
Advisory Research
Chicago, Illinois
$813M AUM
36.71%
1-Year Est. Return
TCA
Tortoise Capital Advisors
Overland Park, Kansas
$9.6B AUM
19.53%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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