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

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.