FANJ
EQM

Financial Architects (New Jersey)’s EQM Midstream Partners, LP EQM Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-290
Closed -$21K – 1651
2017
Q4 		$21K Buy
290
+10
+4% +$715 ﹤0.01% 958
2017
Q3 		$21K Buy
280
+30
+12% +$2.26K ﹤0.01% 953
2017
Q2 		$19K Sell
250
-70
-22% -$5.24K ﹤0.01% 973
2017
Q1 		$25K Sell
320
-50
-14% -$3.91K ﹤0.01% 876
2016
Q4 		$28K Buy
370
+70
+23% +$5.19K 0.01% 754
2016
Q3 		$23K Hold
300
– – 0.01% 814
2016
Q2 		$24K Buy
300
+30
+11% +$2.26K 0.01% 737
2016
Q1 		$20K Buy
+270
New +$19K 0.01% 589
2015
Q3 		– Sell
-150
Closed -$12K – 1045
2015
Q2 		$12K Hold
150
– – ﹤0.01% 758
2015
Q1 		$12K Buy
+150
New +$12.3K ﹤0.01% 682

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Architects (New Jersey)'s EQM Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 290 shares — an estimated $21K sold.

Financial Architects (New Jersey) first reported a position in EQM in Q1 2015 and held it in 10 quarters. The position peaked at $28K in Q4 2016. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 290 EQM Midstream Partners, LP shares in Q1 2018, an estimated $21K.
  • Financial Architects (New Jersey) first reported a position in EQM Midstream Partners, LP in Q1 2015 and held it in 10 quarters.
  • Financial Architects (New Jersey)'s EQM Midstream Partners, LP position peaked at $28K in Q4 2016.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.