EW
EQM

Evoke Wealth’s EQM Midstream Partners, LP EQM Stock Holding History

Evoke Wealth’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
-663
Closed -$19.8K – 1431
2019
Q4 		$19.8K Hold
663
– – ﹤0.01% 593
2019
Q3 		$21.7K Buy
+663
New +$23.3K ﹤0.01% 636

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evoke Wealth's EQM Position: Q1 2020 in Review

Evoke Wealth sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 663 shares — an estimated $19.8K sold.

Evoke Wealth first reported a position in EQM in Q3 2019 and held it in 2 quarters. The position peaked at $21.7K in Q3 2019. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Evoke Wealth reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 663 EQM Midstream Partners, LP shares in Q1 2020, an estimated $19.8K.
  • Evoke Wealth first reported a position in EQM Midstream Partners, LP in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's EQM Midstream Partners, LP position peaked at $21.7K in Q3 2019.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.