Cypress Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Cypress Wealth 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
2018 Q4	–	Sell	-8,475	Closed	-$447K	–	87
2018 Q3	$447K	Sell	8,475 -5,500	-39%	-$300K	0.47%	54
2018 Q2	$721K	Buy	13,975 +950	+7%	+$53.7K	0.78%	43
2018 Q1	$769K	Buy	13,025 +425	+3%	+$28.8K	0.83%	41
2017 Q4	$921K	Buy	+12,600	New	+$900K	0.88%	40
2017 Q2	–	Sell	-5,325	Closed	-$409K	–	193
2017 Q1	$409K	Sell	5,325 -225	-4%	-$17.6K	0.19%	113
2016 Q4	$426K	Buy	5,550 +50	+0.9%	+$3.71K	0.19%	107
2016 Q3	$419K	Sell	5,500 -4,050	-42%	-$315K	0.19%	109
2016 Q2	$767K	Buy	9,550 +625	+7%	+$47.1K	0.38%	62
2016 Q1	$664K	Sell	8,925 -275	-3%	-$19.3K	0.3%	68
2015 Q4	$694K	Hold	9,200	–	–	0.35%	62
2015 Q3	$610K	Hold	9,200	–	–	0.33%	65
2015 Q2	$750K	Buy	+9,200	New	+$766K	0.44%	58

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Cypress Wealth Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 8,475 shares — an estimated $447K sold.

Cypress Wealth Advisors first reported a position in EQM in Q2 2015 and held it in 12 quarters. The position peaked at $921K in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

Cypress Wealth Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 8,475 EQM Midstream Partners, LP shares in Q4 2018, an estimated $447K.
Cypress Wealth Advisors first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 12 quarters.
Cypress Wealth Advisors's EQM Midstream Partners, LP position peaked at $921K in Q4 2017.
192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

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