Evergreen Capital Management’s EQM Midstream Partners, LP EQM Stock Holding History

Evergreen Capital 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
2019 Q3	–	Sell	-95,035	Closed	-$4.25M	–	486
2019 Q2	$4.25M	Sell	95,035 -3,360	-3%	-$151K	0.4%	62
2019 Q1	$4.54M	Sell	98,395 -5,750	-6%	-$251K	0.46%	55
2018 Q4	$4.5M	Sell	104,145 -178,490	-63%	-$8.51M	0.47%	55
2018 Q3	$14.9M	Buy	282,635 +3,720	+1%	+$203K	1.32%	16
2018 Q2	$14.4M	Sell	278,915 -4,280	-2%	-$242K	1.35%	14
2018 Q1	$16.7M	Buy	283,195 +177,175	+167%	+$12M	1.61%	11
2017 Q4	$7.75M	Buy	106,020 +26,360	+33%	+$1.88M	0.78%	34
2017 Q3	$5.97M	Buy	+79,660	New	+$5.99M	0.7%	42

Other funds holding EQM

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

HFA

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

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

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

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

Evergreen Capital Management's EQM Position: Q3 2019 in Review

Evergreen Capital Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 95,035 shares — an estimated $4.25M sold.

Evergreen Capital Management first reported a position in EQM in Q3 2017 and held it in 8 quarters. The position peaked at $16.7M in Q1 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Evergreen Capital Management reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Evergreen Capital Management sold 95,035 EQM Midstream Partners, LP shares in Q3 2019, an estimated $4.25M.
Evergreen Capital Management first reported a position in EQM Midstream Partners, LP in Q3 2017 and held it in 8 quarters.
Evergreen Capital Management's EQM Midstream Partners, LP position peaked at $16.7M in Q1 2018.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Evergreen Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.