ECM
EQGP

Evergreen Capital Management’s EQGP Holdings, LP EQGP Stock Holding History

Evergreen Capital Management’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,475
Closed -$239K – 425
2018
Q3 		$239K Sell
11,475
-1,225
-10% -$27.4K 0.02% 327
2018
Q2 		$299K Buy
12,700
+975
+8% +$23.8K 0.03% 273
2018
Q1 		$271K Hold
11,725
– – 0.03% 286
2017
Q4 		$315K Buy
+11,725
New +$318K 0.03% 192
2015
Q3 		– Sell
-14,650
Closed -$498K – 98
2015
Q2 		$498K Buy
+14,650
New +$478K 0.12% 74

Other funds holding EQGP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Evergreen Capital Management's EQGP Position: Q4 2018 in Review

Evergreen Capital Management sold out of EQGP Holdings, LP (EQGP) in Q4 2018, closing a stake of 11,475 shares — an estimated $239K sold.

Evergreen Capital Management first reported a position in EQGP in Q2 2015 and held it in 5 quarters. The position peaked at $498K in Q2 2015. 57 funds tracked by Wall St. Rank hold EQGP as of Q4 2018.

  • Evergreen Capital Management reported no remaining EQGP Holdings, LP position as of Q4 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 11,475 EQGP Holdings, LP shares in Q4 2018, an estimated $239K.
  • Evergreen Capital Management first reported a position in EQGP Holdings, LP in Q2 2015 and held it in 5 quarters.
  • Evergreen Capital Management's EQGP Holdings, LP position peaked at $498K in Q2 2015.
  • 57 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q4 2018.

Based on Evergreen Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.