F
EQM

FolioMetrix’s EQM Midstream Partners, LP EQM Stock Holding History

FolioMetrix’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
2015
Q2 		– Sell
-1,613
Closed -$125K – 275
2015
Q1 		$125K Hold
1,613
– – 0.06% 191
2014
Q4 		$115K Buy
+1,613
New +$139K 0.08% 187

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FolioMetrix's EQM Position: Q2 2015 in Review

FolioMetrix sold out of EQM Midstream Partners, LP (EQM) in Q2 2015, closing a stake of 1,613 shares — an estimated $125K sold.

FolioMetrix first reported a position in EQM in Q4 2014 and held it in 2 quarters. The position peaked at $125K in Q1 2015. 153 funds tracked by Wall St. Rank hold EQM as of Q2 2015.

  • FolioMetrix reported no remaining EQM Midstream Partners, LP position as of Q2 2015 after selling out during the quarter.
  • FolioMetrix sold 1,613 EQM Midstream Partners, LP shares in Q2 2015, an estimated $125K.
  • FolioMetrix first reported a position in EQM Midstream Partners, LP in Q4 2014 and held it in 2 quarters.
  • FolioMetrix's EQM Midstream Partners, LP position peaked at $125K in Q1 2015.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.