Enterprise Financial Services Corp (EFSC)’s EQM Midstream Partners, LP EQM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q2	–	Sell	-227	Closed	-$10K	–	1234
2019 Q1	$10K	Hold	227	–	–	﹤0.01%	755
2018 Q4	$10K	Hold	227	–	–	0.01%	535
2018 Q3	$12K	Sell	227 -817	-78%	-$44.5K	0.01%	555
2018 Q2	$54K	Buy	1,044 +125	+14%	+$7.07K	0.03%	278
2018 Q1	$54K	Buy	919 +109	+13%	+$7.4K	0.03%	278
2017 Q4	$59K	Sell	810 -82	-9%	-$5.86K	0.03%	263
2017 Q3	$67K	Hold	892	–	–	0.03%	245
2017 Q2	$67K	Hold	892	–	–	0.03%	244
2017 Q1	$69K	Hold	892	–	–	0.03%	236
2016 Q4	$68K	Hold	892	–	–	0.03%	231
2016 Q3	$68K	Hold	892	–	–	0.04%	226
2016 Q2	$72K	Buy	892 +208	+30%	+$15.7K	0.04%	208
2016 Q1	$51K	Hold	684	–	–	0.03%	248
2015 Q4	$52K	Buy	684 +43	+7%	+$3.06K	0.03%	238
2015 Q3	$43K	Buy	641 +107	+20%	+$8.08K	0.03%	267
2015 Q2	$44K	Buy	534 +190	+55%	+$15.8K	0.03%	260
2015 Q1	$27K	Hold	344	–	–	0.02%	369
2014 Q4	$30K	Sell	344 -164	-32%	-$14.1K	0.02%	346
2014 Q3	$46K	Hold	508	–	–	0.03%	276
2014 Q2	$49K	Buy	+508	New	+$41.3K	0.03%	274

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC)'s EQM Position: Q2 2019 in Review

Enterprise Financial Services Corp (EFSC) sold out of EQM Midstream Partners, LP (EQM) in Q2 2019, closing a stake of 227 shares — an estimated $10K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EQM in Q2 2014 and held it in 20 quarters. The position peaked at $72K in Q2 2016. 176 funds tracked by Wall St. Rank hold EQM as of Q2 2019.

Enterprise Financial Services Corp (EFSC) reported no remaining EQM Midstream Partners, LP position as of Q2 2019 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 227 EQM Midstream Partners, LP shares in Q2 2019, an estimated $10K.
Enterprise Financial Services Corp (EFSC) first reported a position in EQM Midstream Partners, LP in Q2 2014 and held it in 20 quarters.
Enterprise Financial Services Corp (EFSC)'s EQM Midstream Partners, LP position peaked at $72K in Q2 2016.
176 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2019.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2019, filed 30 Jul 2019.