GLA
EQM

Good Life Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Good Life 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
2018
Q1 		– Sell
-2,617
Closed -$200K – 238
2017
Q4 		$200K Sell
2,617
-552
-17% -$39.5K 0.06% 223
2017
Q3 		$241K Sell
3,169
-362
-10% -$27.2K 0.09% 173
2017
Q2 		$264K Sell
3,531
-46
-1% -$3.44K 0.12% 155
2017
Q1 		$278K Hold
3,577
– – 0.13% 147
2016
Q4 		$270K Buy
+3,577
New +$265K 0.16% 108

Other funds holding EQM

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $315B AUM 27.84% 1-Year Est. Return

Good Life Advisors's EQM Position: Q1 2018 in Review

Good Life Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 2,617 shares — an estimated $200K sold.

Good Life Advisors first reported a position in EQM in Q4 2016 and held it in 5 quarters. The position peaked at $278K in Q1 2017. 208 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • Good Life Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • Good Life Advisors sold 2,617 EQM Midstream Partners, LP shares in Q1 2018, an estimated $200K.
  • Good Life Advisors first reported a position in EQM Midstream Partners, LP in Q4 2016 and held it in 5 quarters.
  • Good Life Advisors's EQM Midstream Partners, LP position peaked at $278K in Q1 2017.
  • 208 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on Good Life Advisors's 13F filing for Q1 2018, filed 1 May 2018.