FAM
EQM

Fiduciary Asset Management’s EQM Midstream Partners, LP EQM Stock Holding History

Fiduciary Asset 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
2014
Q4 		– Sell
-2,400
Closed -$215K – 89
2014
Q3 		$215K Hold
2,400
– – 0.04% 85
2014
Q2 		$232K Buy
+2,400
New +$195K 0.05% 86
2014
Q1 		– Sell
-4,130
Closed -$243K – 89
2013
Q4 		$243K Hold
4,130
– – 0.06% 76
2013
Q3 		$203K Hold
4,130
– – 0.05% 77
2013
Q2 		$202K Buy
+4,130
New +$186K 0.04% 81

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Asset Management's EQM Position: Q4 2014 in Review

Fiduciary Asset Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2014, closing a stake of 2,400 shares — an estimated $215K sold.

Fiduciary Asset Management first reported a position in EQM in Q2 2013 and held it in 5 quarters. The position peaked at $243K in Q4 2013. 137 funds tracked by Wall St. Rank hold EQM as of Q4 2014.

  • Fiduciary Asset Management reported no remaining EQM Midstream Partners, LP position as of Q4 2014 after selling out during the quarter.
  • Fiduciary Asset Management sold 2,400 EQM Midstream Partners, LP shares in Q4 2014, an estimated $215K.
  • Fiduciary Asset Management first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 5 quarters.
  • Fiduciary Asset Management's EQM Midstream Partners, LP position peaked at $243K in Q4 2013.
  • 137 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2014.

Based on Fiduciary Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.