FNBT
EQM

FineMark National Bank & Trust’s EQM Midstream Partners, LP EQM Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-418
Closed -$32K – 1133
2016
Q4 		$32K Hold
418
– – ﹤0.01% 721
2016
Q3 		$32K Sell
418
-368
-47% -$28.7K ﹤0.01% 708
2016
Q2 		$63K Buy
+786
New +$59.3K 0.01% 537

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

FineMark National Bank & Trust's EQM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of EQM Midstream Partners, LP (EQM) in Q1 2017, closing a stake of 418 shares — an estimated $32K sold.

FineMark National Bank & Trust first reported a position in EQM in Q2 2016 and held it in 3 quarters. The position peaked at $63K in Q2 2016. 193 funds tracked by Wall St. Rank hold EQM as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining EQM Midstream Partners, LP position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 418 EQM Midstream Partners, LP shares in Q1 2017, an estimated $32K.
  • FineMark National Bank & Trust first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's EQM Midstream Partners, LP position peaked at $63K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.