FIM
EQM

Friedberg Investment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Friedberg Investment 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
2017
Q3 		$660K Sell
8,800
-15,320
-64% -$1.15M 1.07% 32
2017
Q2 		$1.8M Buy
24,120
+11,320
+88% +$847K 0.77% 45
2017
Q1 		$984K Buy
12,800
+1,160
+10% +$90.6K 0.42% 66
2016
Q4 		$892K Buy
11,640
+1,330
+13% +$98.5K 0.41% 67
2016
Q3 		$785K Buy
10,310
+1,350
+15% +$105K 0.34% 76
2016
Q2 		$719K Sell
8,960
-3,000
-25% -$226K 0.34% 67
2016
Q1 		$890K Sell
11,960
-150
-1% -$10.5K 0.44% 61
2015
Q4 		$913K Buy
12,110
+3,180
+36% +$226K 0.44% 66
2015
Q3 		$592K Buy
8,930
+5,180
+138% +$391K 0.28% 71
2015
Q2 		$305K Hold
3,750
– – 0.12% 94
2015
Q1 		$291K Sell
3,750
-550
-13% -$45.2K 0.11% 92
2014
Q4 		$378K Buy
4,300
+100
+2% +$8.63K 0.15% 90
2014
Q3 		$376K Hold
4,200
– – 0.14% 94
2014
Q2 		$406K Sell
4,200
-4,450
-51% -$362K 0.15% 92
2014
Q1 		$608K Sell
8,650
-4,269
-33% -$274K 0.24% 84
2013
Q4 		$759K Sell
12,919
-398
-3% -$21.1K 0.31% 79
2013
Q3 		$655K Buy
13,317
+202
+2% +$9.5K 0.28% 75
2013
Q2 		$641K Buy
+13,115
New +$592K 0.29% 76

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Friedberg Investment Management's EQM Position: Q3 2017 in Review

Friedberg Investment Management reduced its EQM Midstream Partners, LP (EQM) stake by 64% in Q3 2017, selling an estimated $1.15M and leaving 8,800 shares worth $660K. The position accounts for 1.07% of the portfolio, ranked #32.

Friedberg Investment Management first reported a position in EQM in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.8M in Q2 2017. 200 funds tracked by Wall St. Rank hold EQM as of Q3 2017.

  • Friedberg Investment Management held 8,800 shares of EQM Midstream Partners, LP worth $660K as of Q3 2017.
  • Friedberg Investment Management sold 15,320 EQM Midstream Partners, LP shares in Q3 2017, an estimated $1.15M.
  • EQM Midstream Partners, LP made up 1.07% of Friedberg Investment Management's portfolio in Q3 2017, its #32 holding.
  • Friedberg Investment Management first reported a position in EQM Midstream Partners, LP in Q2 2013 and has held it in 18 quarters since.
  • Friedberg Investment Management's EQM Midstream Partners, LP position peaked at $1.8M in Q2 2017.
  • 200 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.