First Western Capital Management’s EQM Midstream Partners, LP EQM Stock Holding History

First Western Capital 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
2016 Q1	–	Sell	-3,000	Closed	-$226K	–	116
2015 Q4	$226K	Sell	3,000 -29,462	-91%	-$2.09M	0.07%	103
2015 Q3	$2.15M	Sell	32,462 -6,766	-17%	-$511K	0.72%	63
2015 Q2	$3.2M	Sell	39,228 -3,631	-8%	-$302K	1.03%	44
2015 Q1	$3.33M	Buy	42,859 +6,867	+19%	+$564K	1%	38
2014 Q4	$3.17M	Sell	35,992 -1,600	-4%	-$138K	0.93%	39
2014 Q3	$3.37M	Sell	37,592 -5,672	-13%	-$522K	1%	37
2014 Q2	$4.18M	Buy	43,264 +13,131	+44%	+$1.07M	1.38%	24
2014 Q1	$2.12M	Buy	30,133 +265	+0.9%	+$17K	0.75%	49
2013 Q4	$1.76M	Buy	+29,868	New	+$1.59M	0.61%	57

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Western Capital Management's EQM Position: Q1 2016 in Review

First Western Capital Management sold out of EQM Midstream Partners, LP (EQM) in Q1 2016, closing a stake of 3,000 shares — an estimated $226K sold.

First Western Capital Management first reported a position in EQM in Q4 2013 and held it in 9 quarters. The position peaked at $4.18M in Q2 2014. 170 funds tracked by Wall St. Rank hold EQM as of Q1 2016.

First Western Capital Management reported no remaining EQM Midstream Partners, LP position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 3,000 EQM Midstream Partners, LP shares in Q1 2016, an estimated $226K.
First Western Capital Management first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 9 quarters.
First Western Capital Management's EQM Midstream Partners, LP position peaked at $4.18M in Q2 2014.
170 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.