FFA
EQM

First Foundation Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

First Foundation Advisors’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
Q1 		– Sell
-9,000
Closed -$389K – 400
2018
Q4 		$389K Hold
9,000
– – 0.02% 293
2018
Q3 		$475K Buy
+9,000
New +$491K 0.03% 236

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

First Foundation Advisors's EQM Position: Q1 2019 in Review

First Foundation Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 9,000 shares — an estimated $389K sold.

First Foundation Advisors first reported a position in EQM in Q3 2018 and held it in 2 quarters. The position peaked at $475K in Q3 2018. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

  • First Foundation Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
  • First Foundation Advisors sold 9,000 EQM Midstream Partners, LP shares in Q1 2019, an estimated $389K.
  • First Foundation Advisors first reported a position in EQM Midstream Partners, LP in Q3 2018 and held it in 2 quarters.
  • First Foundation Advisors's EQM Midstream Partners, LP position peaked at $475K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.