GT
EQM

Glenmede Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Glenmede Trust’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
Q3 		– Sell
-11,405
Closed -$509 – 3184
2019
Q2 		$509 Sell
11,405
-3,755
-25% -$169K ﹤0.01% 900
2019
Q1 		$699 Sell
15,160
-17,165
-53% -$751K ﹤0.01% 815
2018
Q4 		$1.4K Buy
32,325
+2,445
+8% +$117K 0.01% 670
2018
Q3 		$1.58M Sell
29,880
-6,665
-18% -$363K 0.01% 678
2018
Q2 		$1.89M Sell
36,545
-9,969
-21% -$564K 0.01% 613
2018
Q1 		$3.4M Hold
46,514
– – 0.01% 558
2017
Q4 		$3.4M Buy
46,514
+109
+0.2% +$7.79K 0.01% 558
2017
Q3 		$3.48M Buy
46,405
+7,155
+18% +$538K 0.02% 542
2017
Q2 		$3.02M Hold
39,250
– – 0.01% 568
2017
Q1 		$3.02M Sell
39,250
-5,775
-13% -$451K 0.01% 568
2016
Q4 		$3.45M Buy
45,025
+790
+2% +$58.5K 0.02% 521
2016
Q3 		$3.37M Buy
44,235
+4,830
+12% +$376K 0.02% 532
2016
Q2 		$3.16M Buy
39,405
+17,915
+83% +$1.35M 0.02% 532
2016
Q1 		$1.6M Buy
21,490
+320
+2% +$22.5K 0.01% 659
2015
Q4 		$1.6M Buy
+21,170
New +$1.5M 0.01% 662

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glenmede Trust's EQM Position: Q3 2019 in Review

Glenmede Trust sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 11,405 shares — an estimated $509 sold.

Glenmede Trust first reported a position in EQM in Q4 2015 and held it in 15 quarters. The position peaked at $3.48M in Q3 2017. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Glenmede Trust reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Glenmede Trust sold 11,405 EQM Midstream Partners, LP shares in Q3 2019, an estimated $509.
  • Glenmede Trust first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 15 quarters.
  • Glenmede Trust's EQM Midstream Partners, LP position peaked at $3.48M in Q3 2017.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Glenmede Trust's 13F filing for Q3 2019, filed 14 Nov 2019.