Fortis Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Fortis 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 Q2	–	Sell	-320	Closed	-$15K	–	369
2019 Q1	$15K	Hold	320	–	–	0.01%	276
2018 Q4	$14K	Hold	320	–	–	0.01%	265
2018 Q3	$17K	Hold	320	–	–	0.01%	261
2018 Q2	$17K	Hold	320	–	–	0.01%	257
2018 Q1	$19K	Hold	320	–	–	0.01%	221
2017 Q4	$23K	Hold	320	–	–	0.01%	203
2017 Q3	$24K	Buy	+320	New	+$24.1K	0.02%	197

Other funds holding EQM

TCA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortis Advisors's EQM Position: Q2 2019 in Review

Fortis Advisors sold out of EQM Midstream Partners, LP (EQM) in Q2 2019, closing a stake of 320 shares — an estimated $15K sold.

Fortis Advisors first reported a position in EQM in Q3 2017 and held it in 7 quarters. The position peaked at $24K in Q3 2017. 176 funds tracked by Wall St. Rank hold EQM as of Q2 2019.

Fortis Advisors reported no remaining EQM Midstream Partners, LP position as of Q2 2019 after selling out during the quarter.
Fortis Advisors sold 320 EQM Midstream Partners, LP shares in Q2 2019, an estimated $15K.
Fortis Advisors first reported a position in EQM Midstream Partners, LP in Q3 2017 and held it in 7 quarters.
Fortis Advisors's EQM Midstream Partners, LP position peaked at $24K in Q3 2017.
176 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2019.

Based on Fortis Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.