FPS
EQM

Fieldpoint Private Securities’s EQM Midstream Partners, LP EQM Stock Holding History

Fieldpoint Private Securities’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
Q4 		– Sell
-96
Closed -$3K – 737
2019
Q3 		$3K Sell
96
-82
-46% -$2.88K ﹤0.01% 671
2019
Q2 		$8K Buy
+178
New +$8.01K ﹤0.01% 668
2017
Q4 		– Sell
-99
Closed -$7K – 605
2017
Q3 		$7K Buy
+99
New +$7.45K ﹤0.01% 601

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fieldpoint Private Securities's EQM Position: Q4 2019 in Review

Fieldpoint Private Securities sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 96 shares — an estimated $3K sold.

Fieldpoint Private Securities first reported a position in EQM in Q3 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Fieldpoint Private Securities reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 96 EQM Midstream Partners, LP shares in Q4 2019, an estimated $3K.
  • Fieldpoint Private Securities first reported a position in EQM Midstream Partners, LP in Q3 2017 and held it in 3 quarters.
  • Fieldpoint Private Securities's EQM Midstream Partners, LP position peaked at $8K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Fieldpoint Private Securities's 13F filing for Q4 2019, filed 10 Feb 2020.