GIM
EQM

Grassi Investment Management’s EQM Midstream Partners, LP EQM Stock Holding History

Grassi Investment 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
2018
Q1 		– Sell
-3,300
Closed -$241K – 131
2017
Q4 		$241K Hold
3,300
– – 0.04% 123
2017
Q3 		$247K Hold
3,300
– – 0.04% 121
2017
Q2 		$246K Sell
3,300
-150
-4% -$11.2K 0.04% 128
2017
Q1 		$265K Hold
3,450
– – 0.05% 124
2016
Q4 		$265K Hold
3,450
– – 0.05% 124
2016
Q3 		$263K Hold
3,450
– – 0.05% 122
2016
Q2 		$277K Hold
3,450
– – 0.05% 120
2016
Q1 		$257K Sell
3,450
-500
-13% -$35.1K 0.05% 118
2015
Q4 		$298K Hold
3,950
– – 0.06% 122
2015
Q3 		$262K Hold
3,950
– – 0.06% 130
2015
Q2 		$322K Hold
3,950
– – 0.06% 132
2015
Q1 		$307K Sell
3,950
-150
-4% -$12.3K 0.06% 133
2014
Q4 		$361K Sell
4,100
-300
-7% -$25.9K 0.06% 128
2014
Q3 		$394K Sell
4,400
-200
-4% -$18.4K 0.07% 120
2014
Q2 		$445K Hold
4,600
– – 0.1% 121
2014
Q1 		$324K Hold
4,600
– – 0.08% 123
2013
Q4 		$270K Hold
4,600
– – 0.06% 131
2013
Q3 		$226K Sell
4,600
-1,850
-29% -$87K 0.06% 126
2013
Q2 		$315K Buy
+6,450
New +$291K 0.08% 130

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 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Grassi Investment Management's EQM Position: Q1 2018 in Review

Grassi Investment Management sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 3,300 shares — an estimated $241K sold.

Grassi Investment Management first reported a position in EQM in Q2 2013 and held it in 19 quarters. The position peaked at $445K in Q2 2014. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • Grassi Investment Management reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • Grassi Investment Management sold 3,300 EQM Midstream Partners, LP shares in Q1 2018, an estimated $241K.
  • Grassi Investment Management first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 19 quarters.
  • Grassi Investment Management's EQM Midstream Partners, LP position peaked at $445K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on Grassi Investment Management's 13F filing for Q1 2018, filed 10 Apr 2018.