HIIFS
EQM

Harel Insurance Investments & Financial Services’s EQM Midstream Partners, LP EQM Stock Holding History

Harel Insurance Investments & Financial Services’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
-1,600
Closed -$69K – 534
2018
Q4 		$69K Hold
1,600
– – ﹤0.01% 269
2018
Q3 		$84K Hold
1,600
– – ﹤0.01% 287
2018
Q2 		$83K Hold
1,600
– – ﹤0.01% 258
2018
Q1 		$94K Buy
1,600
+27
+2% +$1.83K 0.01% 266
2017
Q4 		$115K Buy
+1,573
New +$112K 0.01% 259

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 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $1.81T AUM 41.13% 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

Harel Insurance Investments & Financial Services's EQM Position: Q1 2019 in Review

Harel Insurance Investments & Financial Services sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 1,600 shares — an estimated $69K sold.

Harel Insurance Investments & Financial Services first reported a position in EQM in Q4 2017 and held it in 5 quarters. The position peaked at $115K in Q4 2017. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

  • Harel Insurance Investments & Financial Services reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,600 EQM Midstream Partners, LP shares in Q1 2019, an estimated $69K.
  • Harel Insurance Investments & Financial Services first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's EQM Midstream Partners, LP position peaked at $115K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2019, filed 18 Apr 2019.