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
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cypress Wealth Advisors's EQGP Position: Q4 2018 in Review

Cypress Wealth Advisors sold out of EQGP Holdings, LP (EQGP) in Q4 2018, closing a stake of 31,800 shares — an estimated $662K sold.

Cypress Wealth Advisors first reported a position in EQGP in Q2 2015 and held it in 12 quarters. The position peaked at $940K in Q4 2017. 57 funds tracked by Wall St. Rank hold EQGP as of Q4 2018.

  • Cypress Wealth Advisors reported no remaining EQGP Holdings, LP position as of Q4 2018 after selling out during the quarter.
  • Cypress Wealth Advisors sold 31,800 EQGP Holdings, LP shares in Q4 2018, an estimated $662K.
  • Cypress Wealth Advisors first reported a position in EQGP Holdings, LP in Q2 2015 and held it in 12 quarters.
  • Cypress Wealth Advisors's EQGP Holdings, LP position peaked at $940K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q4 2018.

Based on Cypress Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.