Duff & Phelps Investment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Duff & Phelps Investment Management’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
2020 Q1	–	Sell	-64,706	Closed	-$1.94M	–	228
2019 Q4	$1.94M	Hold	64,706	–	–	0.03%	148
2019 Q3	$2.12M	Hold	64,706	–	–	0.03%	145
2019 Q2	$2.89M	Hold	64,706	–	–	0.04%	137
2019 Q1	$2.99M	Sell	64,706 -230,000	-78%	-$10.1M	0.04%	147
2018 Q4	$12.7M	Buy	294,706 +105,000	+55%	+$5.01M	0.21%	97
2018 Q3	$10M	Buy	+189,706	New	+$10.3M	0.15%	110
2018 Q1	–	Sell	-176,000	Closed	-$12.9M	–	252
2017 Q4	$12.9M	Hold	176,000	–	–	0.18%	110
2017 Q3	$13.2M	Hold	176,000	–	–	0.18%	118
2017 Q2	$13.1M	Hold	176,000	–	–	0.19%	118
2017 Q1	$13.5M	Hold	176,000	–	–	0.19%	116
2016 Q4	$13.5M	Sell	176,000 -40,000	-19%	-$2.96M	0.19%	115
2016 Q3	$16.5M	Sell	216,000 -20,000	-8%	-$1.56M	0.23%	105
2016 Q2	$19M	Sell	236,000 -15,000	-6%	-$1.13M	0.28%	100
2016 Q1	$18.7M	Hold	251,000	–	–	0.3%	100
2015 Q4	$18.9M	Hold	251,000	–	–	0.32%	93
2015 Q3	$16.6M	Hold	251,000	–	–	0.27%	100
2015 Q2	$20.5M	Hold	251,000	–	–	0.31%	99
2015 Q1	$19.5M	Buy	251,000 +20,000	+9%	+$1.64M	0.27%	97
2014 Q4	$20.3M	Hold	231,000	–	–	0.28%	95
2014 Q3	$20.7M	Hold	231,000	–	–	0.29%	98
2014 Q2	$22.3M	Sell	231,000 -85,000	-27%	-$6.92M	0.34%	83
2014 Q1	$22.2M	Hold	316,000	–	–	0.37%	84
2013 Q4	$18.6M	Hold	316,000	–	–	0.32%	86
2013 Q3	$15.6M	Hold	316,000	–	–	0.27%	92
2013 Q2	$15.4M	Buy	+316,000	New	+$14.3M	0.27%	90

Other funds holding EQM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TCA

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Duff & Phelps Investment Management's EQM Position: Q1 2020 in Review

Duff & Phelps Investment Management sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 64,706 shares — an estimated $1.94M sold.

Duff & Phelps Investment Management first reported a position in EQM in Q2 2013 and held it in 25 quarters. The position peaked at $22.3M in Q2 2014. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

Duff & Phelps Investment Management reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
Duff & Phelps Investment Management sold 64,706 EQM Midstream Partners, LP shares in Q1 2020, an estimated $1.94M.
Duff & Phelps Investment Management first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 25 quarters.
Duff & Phelps Investment Management's EQM Midstream Partners, LP position peaked at $22.3M in Q2 2014.
122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2020, filed 14 May 2020.