Daniel L. Goodwin’s EQM Midstream Partners, LP EQM Stock Holding History

Daniel L. Goodwin’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
2019 Q4	–	Sell	-11,300	Closed	-$368K	–	103
2019 Q3	$368K	Hold	11,300	–	–	0.17%	66
2019 Q2	$504K	Hold	11,300	–	–	0.23%	55
2019 Q1	$522K	Hold	11,300	–	–	0.24%	51
2018 Q4	$489K	Sell	11,300 -1,650	-13%	-$78.7K	0.26%	50
2018 Q3	$685K	Buy	12,950 +1,000	+8%	+$54.5K	0.32%	48
2018 Q2	$616K	Hold	11,950	–	–	0.28%	49
2018 Q1	$705K	Hold	11,950	–	–	0.34%	39
2017 Q4	$873K	Sell	11,950 -350	-3%	-$25K	0.38%	32
2017 Q3	$922K	Hold	12,300	–	–	0.41%	31
2017 Q2	$918K	Buy	+12,300	New	+$920K	0.41%	34
2016 Q4	–	Sell	-6,097	Closed	-$464K	–	102
2016 Q3	$464K	Hold	6,097	–	–	0.16%	58
2016 Q2	$490K	Buy	+6,097	New	+$460K	0.16%	55

Other funds holding EQM

TCA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Daniel L. Goodwin's EQM Position: Q4 2019 in Review

Daniel L. Goodwin sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 11,300 shares — an estimated $368K sold.

Daniel L. Goodwin first reported a position in EQM in Q2 2016 and held it in 12 quarters. The position peaked at $922K in Q3 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

Daniel L. Goodwin reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
Daniel L. Goodwin sold 11,300 EQM Midstream Partners, LP shares in Q4 2019, an estimated $368K.
Daniel L. Goodwin first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 12 quarters.
Daniel L. Goodwin's EQM Midstream Partners, LP position peaked at $922K in Q3 2017.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Daniel L. Goodwin's 13F filing for Q4 2019, filed 22 Jan 2020.