FWM
EQM

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

FFT 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
2017
Q3 		– Sell
-5,973
Closed -$446K – 79
2017
Q2 		$446K Hold
5,973
– – 0.14% 54
2017
Q1 		$459K Sell
5,973
-11,563
-66% -$903K 0.15% 54
2016
Q4 		$1.34M Buy
17,536
+6,859
+64% +$508K 0.31% 40
2016
Q3 		$809K Hold
10,677
– – 0.34% 31
2016
Q2 		$834K Sell
10,677
-1,687
-14% -$127K 0.33% 29
2016
Q1 		$920K Sell
12,364
-525
-4% -$36.9K 0.4% 26
2015
Q4 		$973K Buy
+12,889
New +$916K 0.78% 24

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FFT Wealth Management's EQM Position: Q3 2017 in Review

FFT Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2017, closing a stake of 5,973 shares — an estimated $446K sold.

FFT Wealth Management first reported a position in EQM in Q4 2015 and held it in 7 quarters. The position peaked at $1.34M in Q4 2016. 200 funds tracked by Wall St. Rank hold EQM as of Q3 2017.

  • FFT Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 5,973 EQM Midstream Partners, LP shares in Q3 2017, an estimated $446K.
  • FFT Wealth Management first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 7 quarters.
  • FFT Wealth Management's EQM Midstream Partners, LP position peaked at $1.34M in Q4 2016.
  • 200 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.