FWIA
EQM

Fort Washington Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Fort Washington Investment 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
2020
Q1 		– Sell
-96,000
Closed -$2.87M – 522
2019
Q4 		$2.87M Buy
+96,000
New +$2.67M 0.03% 248
2018
Q4 		– Sell
-10,604
Closed -$560K – 568
2018
Q3 		$560K Buy
10,604
+1,100
+12% +$60K 0.01% 416
2018
Q2 		$490K Buy
9,504
+5,400
+132% +$305K 0.01% 433
2018
Q1 		$242K Sell
4,104
-95,396
-96% -$6.47M ﹤0.01% 532
2017
Q4 		$7.27M Sell
99,500
-19,900
-17% -$1.42M 0.07% 232
2017
Q3 		$8.95M Sell
119,400
-37,500
-24% -$2.82M 0.14% 104
2017
Q2 		$11.7M Buy
156,900
+49,500
+46% +$3.7M 0.18% 81
2017
Q1 		$8.26M Buy
107,400
+8,500
+9% +$664K 0.13% 105
2016
Q4 		$7.58M Buy
98,900
+14,000
+16% +$1.04M 0.13% 101
2016
Q3 		$6.47M Sell
84,900
-2,800
-3% -$218K 0.12% 108
2016
Q2 		$7.04M Buy
87,700
+15,200
+21% +$1.15M 0.13% 108
2016
Q1 		$5.4M Sell
72,500
-4,600
-6% -$323K 0.1% 119
2015
Q4 		$5.82M Buy
77,100
+11,100
+17% +$789K 0.12% 118
2015
Q3 		$4.38M Sell
66,000
-18,600
-22% -$1.41M 0.09% 139
2015
Q2 		$6.9M Hold
84,600
– – 0.13% 113
2015
Q1 		$6.57M Buy
84,600
+6,000
+8% +$493K 0.13% 117
2014
Q4 		$6.92M Hold
78,600
– – 0.14% 115
2014
Q3 		$7.04M Hold
78,600
– – 0.15% 116
2014
Q2 		$7.6M Buy
78,600
+8,000
+11% +$651K 0.15% 132
2014
Q1 		$4.96M Buy
70,600
+11,000
+18% +$706K 0.11% 148
2013
Q4 		$3.5M Buy
59,600
+8,000
+16% +$425K 0.08% 170
2013
Q3 		$2.54M Buy
+51,600
New +$2.43M 0.06% 233

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fort Washington Investment Advisors's EQM Position: Q1 2020 in Review

Fort Washington Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 96,000 shares — an estimated $2.87M sold.

Fort Washington Investment Advisors first reported a position in EQM in Q3 2013 and held it in 22 quarters. The position peaked at $11.7M in Q2 2017. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Fort Washington Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 96,000 EQM Midstream Partners, LP shares in Q1 2020, an estimated $2.87M.
  • Fort Washington Investment Advisors first reported a position in EQM Midstream Partners, LP in Q3 2013 and held it in 22 quarters.
  • Fort Washington Investment Advisors's EQM Midstream Partners, LP position peaked at $11.7M in Q2 2017.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.