GWAG
EQM

Garrett Wealth Advisory Group’s EQM Midstream Partners, LP EQM Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-332
Closed -$10.9K – 733
2019
Q3 		$10.9K Buy
+332
New +$11.7K 0.01% 267

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Garrett Wealth Advisory Group's EQM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 332 shares — an estimated $10.9K sold.

Garrett Wealth Advisory Group first reported a position in EQM in Q3 2019 and held it in 1 quarter. The position peaked at $10.9K in Q3 2019. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 332 EQM Midstream Partners, LP shares in Q4 2019, an estimated $10.9K.
  • Garrett Wealth Advisory Group first reported a position in EQM Midstream Partners, LP in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's EQM Midstream Partners, LP position peaked at $10.9K in Q3 2019.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.