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

Geneva 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
2017 Q2	$1.26M	Sell	16,877 -790	-4%	-$59.1K	0.02%	320
2017 Q1	$1.36M	Sell	17,667 -1,930	-10%	-$151K	0.02%	287
2016 Q4	$1.5M	Sell	19,597 -515	-3%	-$38.2K	0.03%	258
2016 Q3	$1.53M	Sell	20,112 -210	-1%	-$16.4K	0.03%	242
2016 Q2	$1.63M	Buy	20,322 +1,511	+8%	+$114K	0.03%	223
2016 Q1	$1.4M	Sell	18,811 -175	-0.9%	-$12.3K	0.03%	241
2015 Q4	$1.43M	Sell	18,986 -287,436	-94%	-$20.4M	0.03%	247
2015 Q3	$20.3M	Buy	306,422 +97,880	+47%	+$7.4M	0.41%	71
2015 Q2	$17M	Sell	208,542 -1,241	-0.6%	-$103K	0.3%	79
2015 Q1	$16.3M	Buy	209,783 +449	+0.2%	+$36.9K	0.29%	82
2014 Q4	$18.4M	Sell	209,334 -80,763	-28%	-$6.97M	0.34%	78
2014 Q3	$26M	Buy	290,097 +1,847	+0.6%	+$170K	0.49%	72
2014 Q2	$27.9M	Buy	288,250 +166,314	+136%	+$13.5M	0.51%	70
2014 Q1	$8.58M	Buy	+121,936	New	+$7.82M	0.16%	100

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geneva Advisors's EQM Position: Q2 2017 in Review

Geneva Advisors reduced its EQM Midstream Partners, LP (EQM) stake by 4.5% in Q2 2017, selling an estimated $59.1K and leaving 16,877 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #320.

Geneva Advisors first reported a position in EQM in Q1 2014 and has held it in 14 quarters since. The position peaked at $27.9M in Q2 2014. 202 funds tracked by Wall St. Rank hold EQM as of Q2 2017.

Geneva Advisors held 16,877 shares of EQM Midstream Partners, LP worth $1.26M as of Q2 2017.
Geneva Advisors sold 790 EQM Midstream Partners, LP shares in Q2 2017, an estimated $59.1K.
EQM Midstream Partners, LP made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #320 holding.
Geneva Advisors first reported a position in EQM Midstream Partners, LP in Q1 2014 and has held it in 14 quarters since.
Geneva Advisors's EQM Midstream Partners, LP position peaked at $27.9M in Q2 2014.
202 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.