FC
EQM

Ferris Capital’s EQM Midstream Partners, LP EQM Stock Holding History

Ferris Capital’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
2018
Q2 		– Sell
-1,655
Closed -$98K – 711
2018
Q1 		$98K Sell
1,655
-3,283
-66% -$223K 0.04% 223
2017
Q4 		$361K Buy
+4,938
New +$353K 0.13% 142
2017
Q3 		– Sell
-2,469
Closed -$184K – 621
2017
Q2 		$184K Buy
+2,469
New +$185K 0.09% 149

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ferris Capital's EQM Position: Q2 2018 in Review

Ferris Capital sold out of EQM Midstream Partners, LP (EQM) in Q2 2018, closing a stake of 1,655 shares — an estimated $98K sold.

Ferris Capital first reported a position in EQM in Q2 2017 and held it in 3 quarters. The position peaked at $361K in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

  • Ferris Capital reported no remaining EQM Midstream Partners, LP position as of Q2 2018 after selling out during the quarter.
  • Ferris Capital sold 1,655 EQM Midstream Partners, LP shares in Q2 2018, an estimated $98K.
  • Ferris Capital first reported a position in EQM Midstream Partners, LP in Q2 2017 and held it in 3 quarters.
  • Ferris Capital's EQM Midstream Partners, LP position peaked at $361K in Q4 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on Ferris Capital's 13F filing for Q2 2018, filed 10 Aug 2018.