EA
EQM

Edge Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Edge 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
Q2 		$1.08M Sell
20,896
-43,241
-67% -$2.45M 0.1% 157
2018
Q1 		$3.79M Sell
64,137
-944
-1% -$64.1K 0.36% 71
2017
Q4 		$4.76M Buy
65,081
+2,295
+4% +$164K 0.47% 59
2017
Q3 		$4.71M Buy
62,786
+8,024
+15% +$604K 0.51% 54
2017
Q2 		$4.09M Buy
54,762
+7,628
+16% +$570K 0.47% 56
2017
Q1 		$3.62M Sell
47,134
-2,840
-6% -$222K 0.44% 55
2016
Q4 		$3.83M Buy
+49,974
New +$3.7M 0.49% 53

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Advisors's EQM Position: Q2 2018 in Review

Edge Advisors reduced its EQM Midstream Partners, LP (EQM) stake by 67% in Q2 2018, selling an estimated $2.45M and leaving 20,896 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #157.

Edge Advisors first reported a position in EQM in Q4 2016 and has held it in 7 quarters since. The position peaked at $4.76M in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

  • Edge Advisors held 20,896 shares of EQM Midstream Partners, LP worth $1.08M as of Q2 2018.
  • Edge Advisors sold 43,241 EQM Midstream Partners, LP shares in Q2 2018, an estimated $2.45M.
  • EQM Midstream Partners, LP made up 0.1% of Edge Advisors's portfolio in Q2 2018, its #157 holding.
  • Edge Advisors first reported a position in EQM Midstream Partners, LP in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's EQM Midstream Partners, LP position peaked at $4.76M in Q4 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.