GIM
EQM

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

Groesbeck 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
2020
Q2 		– Sell
-12,146
Closed -$143K – 83
2020
Q1 		$143K Sell
12,146
-36,338
-75% -$740K 0.38% 72
2019
Q4 		$1.45M Sell
48,484
-5,133
-10% -$143K 1.07% 29
2019
Q3 		$1.75M Buy
53,617
+17,117
+47% +$601K 1.31% 25
2019
Q2 		$1.63M Buy
36,500
+18,700
+105% +$842K 1.33% 26
2019
Q1 		$822K Buy
+17,800
New +$778K 0.63% 47

Other funds holding EQM

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Groesbeck Investment Management's EQM Position: Q2 2020 in Review

Groesbeck Investment Management sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 12,146 shares — an estimated $143K sold.

Groesbeck Investment Management first reported a position in EQM in Q1 2019 and held it in 5 quarters. The position peaked at $1.75M in Q3 2019. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

  • Groesbeck Investment Management reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
  • Groesbeck Investment Management sold 12,146 EQM Midstream Partners, LP shares in Q2 2020, an estimated $143K.
  • Groesbeck Investment Management first reported a position in EQM Midstream Partners, LP in Q1 2019 and held it in 5 quarters.
  • Groesbeck Investment Management's EQM Midstream Partners, LP position peaked at $1.75M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on Groesbeck Investment Management's 13F filing for Q2 2020, filed 6 Jul 2020.