EWM
EQM

Executive Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

Executive Wealth 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
-286
Closed -$13K – 906
2019
Q2 		$13K Sell
286
-4
-1% -$180 ﹤0.01% 574
2019
Q1 		$13K Sell
290
-7
-2% -$306 ﹤0.01% 510
2018
Q4 		$13K Buy
+297
New +$14.2K ﹤0.01% 519

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
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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's EQM Position: Q3 2019 in Review

Executive Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 286 shares — an estimated $13K sold.

Executive Wealth Management first reported a position in EQM in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Executive Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 286 EQM Midstream Partners, LP shares in Q3 2019, an estimated $13K.
  • Executive Wealth Management first reported a position in EQM Midstream Partners, LP in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's EQM Midstream Partners, LP position peaked at $13K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.