HGWM
EQM

Harvest Group Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

Harvest Group Wealth 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
-45
Closed – – 952
2020
Q1 		$0 Buy
45
+2
+5% +$41 ﹤0.01% 1164
2019
Q4 		$1K Buy
43
+1
+2% +$28 ﹤0.01% 945
2019
Q3 		$1K Buy
+42
New +$1.48K ﹤0.01% 994

Other funds holding EQM

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Harvest Group Wealth Management's EQM Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 45 shares.

Harvest Group Wealth Management first reported a position in EQM in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 45 EQM Midstream Partners, LP shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in EQM Midstream Partners, LP in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's EQM Midstream Partners, LP position peaked at $1K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.