DADC
EQM

D.A. Davidson & Co’s EQM Midstream Partners, LP EQM Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-306
Closed -$22K – 2196
2017
Q2 		$22K Hold
306
– – ﹤0.01% 1805
2017
Q1 		$23K Hold
306
– – ﹤0.01% 1800
2016
Q4 		$23K Hold
306
– – ﹤0.01% 1888
2016
Q3 		$23K Hold
306
– – ﹤0.01% 1819
2016
Q2 		$24K Hold
306
– – ﹤0.01% 1705
2016
Q1 		$22K Hold
306
– – ﹤0.01% 1687
2015
Q4 		$23K Hold
306
– – ﹤0.01% 1674
2015
Q3 		$20K Buy
+306
New +$23.1K ﹤0.01% 1670
2014
Q1 		– Sell
-50
Closed -$2K – 2235
2013
Q4 		$2K Buy
+50
New +$2.66K ﹤0.01% 1985

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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 $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

D.A. Davidson & Co's EQM Position: Q3 2017 in Review

D.A. Davidson & Co sold out of EQM Midstream Partners, LP (EQM) in Q3 2017, closing a stake of 306 shares — an estimated $22K sold.

D.A. Davidson & Co first reported a position in EQM in Q4 2013 and held it in 9 quarters. The position peaked at $24K in Q2 2016. 199 funds tracked by Wall St. Rank hold EQM as of Q3 2017.

  • D.A. Davidson & Co reported no remaining EQM Midstream Partners, LP position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 306 EQM Midstream Partners, LP shares in Q3 2017, an estimated $22K.
  • D.A. Davidson & Co first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 9 quarters.
  • D.A. Davidson & Co's EQM Midstream Partners, LP position peaked at $24K in Q2 2016.
  • 199 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.