GEM
EQM

Global Endowment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Global Endowment 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
Q4 		– Sell
-19,510
Closed -$1.46M – 243
2017
Q3 		$1.46M Hold
19,510
– – 0.21% 90
2017
Q2 		$1.46M Sell
19,510
-1,000
-5% -$74.8K 0.2% 92
2017
Q1 		$1.58M Sell
20,510
-1,600
-7% -$125K 0.23% 85
2016
Q4 		$1.7M Buy
22,110
+12,600
+132% +$934K 0.26% 71
2016
Q3 		$725K Hold
9,510
– – 0.12% 109
2016
Q2 		$763K Sell
9,510
-2,790
-23% -$210K 0.16% 84
2016
Q1 		$916K Sell
12,300
-24,200
-66% -$1.7M 0.2% 77
2015
Q4 		$2.75M Hold
36,500
– – 0.51% 34
2015
Q3 		$2.42M Buy
+36,500
New +$2.76M 0.36% 83
2015
Q2 		– Sell
-16,090
Closed -$1.25M – 254
2015
Q1 		$1.25M Hold
16,090
– – 0.2% 127
2014
Q4 		$1.42M Sell
16,090
-3,000
-16% -$259K 0.24% 125
2014
Q3 		$1.71M Sell
19,090
-510
-3% -$46.9K 0.26% 113
2014
Q2 		$1.9M Buy
+19,600
New +$1.59M 0.29% 108

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Global Endowment Management's EQM Position: Q4 2017 in Review

Global Endowment Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2017, closing a stake of 19,510 shares — an estimated $1.46M sold.

Global Endowment Management first reported a position in EQM in Q2 2014 and held it in 13 quarters. The position peaked at $2.75M in Q4 2015. 223 funds tracked by Wall St. Rank hold EQM as of Q4 2017.

  • Global Endowment Management reported no remaining EQM Midstream Partners, LP position as of Q4 2017 after selling out during the quarter.
  • Global Endowment Management sold 19,510 EQM Midstream Partners, LP shares in Q4 2017, an estimated $1.46M.
  • Global Endowment Management first reported a position in EQM Midstream Partners, LP in Q2 2014 and held it in 13 quarters.
  • Global Endowment Management's EQM Midstream Partners, LP position peaked at $2.75M in Q4 2015.
  • 223 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2017.

Based on Global Endowment Management's 13F filing for Q4 2017, filed 12 Feb 2018.