HFA
EQM

Harvest Fund Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Harvest Fund 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
2020
Q1 		$58.5M Buy
4,954,965
+655,677
+15% +$13.3M 1.2% 17
2019
Q4 		$129M Buy
4,299,288
+1,795,064
+72% +$49.9M 1.42% 17
2019
Q3 		$81.9M Buy
2,504,224
+2,176,063
+663% +$76.4M 0.86% 21
2019
Q2 		$14.7M Buy
328,161
+190,444
+138% +$8.57M 0.15% 27
2019
Q1 		$6.36M Sell
137,717
-1,357,549
-91% -$59.4M 0.06% 33
2018
Q4 		$64.7M Sell
1,495,266
-20,735
-1% -$988K 0.75% 23
2018
Q3 		$80M Buy
1,516,001
+944,457
+165% +$51.5M 0.72% 25
2018
Q2 		$29.5M Sell
571,544
-1,343,928
-70% -$76M 0.3% 36
2018
Q1 		$113M Buy
+1,915,472
New +$130M 1.31% 19
2017
Q3 		$184M Buy
2,451,342
+32,822
+1% +$2.47M 1.91% 15
2017
Q2 		$180M Sell
2,418,520
-67,452
-3% -$5.04M 1.86% 15
2017
Q1 		$191M Sell
2,485,972
-382,301
-13% -$29.9M 1.81% 18
2016
Q4 		$220M Sell
2,868,273
-62,886
-2% -$4.66M 2.27% 14
2016
Q3 		$223M Buy
2,931,159
+74,326
+3% +$5.79M 2.37% 12
2016
Q2 		$229M Buy
2,856,833
+156,941
+6% +$11.8M 2.67% 9
2016
Q1 		$201M Buy
2,699,892
+69,201
+3% +$4.86M 3.08% 8
2015
Q4 		$199M Buy
2,630,691
+573,927
+28% +$40.8M 3.04% 9
2015
Q3 		$136M Buy
2,056,764
+738,695
+56% +$55.8M 2.11% 11
2015
Q2 		$107M Buy
1,318,069
+301,301
+30% +$25.1M 1.47% 18
2015
Q1 		$79M Buy
1,016,768
+115,376
+13% +$9.48M 1.18% 24
2014
Q4 		$79.3M Sell
901,392
-913,270
-50% -$78.8M 1.19% 26
2014
Q3 		$163M Sell
1,814,662
-51,673
-3% -$4.75M 2.57% 10
2014
Q2 		$181M Buy
1,866,335
+321,539
+21% +$26.2M 2.99% 9
2014
Q1 		$109M Sell
1,544,796
-57,033
-4% -$3.66M 2.33% 11
2013
Q4 		$94.2M Sell
1,601,829
-19,333
-1% -$1.03M 2.32% 15
2013
Q3 		$79.8M Buy
1,621,162
+931,443
+135% +$43.8M 2.58% 15
2013
Q2 		$33.7M Buy
+689,719
New +$31.1M 1.36% 22

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Fund Advisors's EQM Position: Q1 2020 in Review

Harvest Fund Advisors increased its EQM Midstream Partners, LP (EQM) stake by 15% in Q1 2020, buying an estimated $13.3M and bringing the position to 4,954,965 shares worth $58.5M. The position accounts for 1.2% of the portfolio, ranked #17.

Harvest Fund Advisors first reported a position in EQM in Q2 2013 and has held it in 27 quarters since. The position peaked at $229M in Q2 2016. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Harvest Fund Advisors held 4,954,965 shares of EQM Midstream Partners, LP worth $58.5M as of Q1 2020.
  • Harvest Fund Advisors bought 655,677 EQM Midstream Partners, LP shares in Q1 2020, an estimated $13.3M.
  • EQM Midstream Partners, LP made up 1.2% of Harvest Fund Advisors's portfolio in Q1 2020, its #17 holding.
  • Harvest Fund Advisors first reported a position in EQM Midstream Partners, LP in Q2 2013 and has held it in 27 quarters since.
  • Harvest Fund Advisors's EQM Midstream Partners, LP position peaked at $229M in Q2 2016.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Harvest Fund Advisors's 13F filing for Q1 2020, filed 15 May 2020.