GC
EQM

Gratus Capital’s EQM Midstream Partners, LP EQM Stock Holding History

Gratus Capital’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
Q1 		– Sell
-6,250
Closed -$270K – 183
2018
Q4 		$270K Buy
6,250
+2,406
+63% +$115K 0.06% 150
2018
Q3 		$203K Buy
+3,844
New +$210K 0.03% 172

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gratus Capital's EQM Position: Q1 2019 in Review

Gratus Capital sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 6,250 shares — an estimated $270K sold.

Gratus Capital first reported a position in EQM in Q3 2018 and held it in 2 quarters. The position peaked at $270K in Q4 2018. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

  • Gratus Capital reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
  • Gratus Capital sold 6,250 EQM Midstream Partners, LP shares in Q1 2019, an estimated $270K.
  • Gratus Capital first reported a position in EQM Midstream Partners, LP in Q3 2018 and held it in 2 quarters.
  • Gratus Capital's EQM Midstream Partners, LP position peaked at $270K in Q4 2018.
  • 182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on Gratus Capital's 13F filing for Q1 2019, filed 14 May 2019.