HWA
EQM

Heritage Wealth Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Heritage Wealth 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
2015
Q3 		– Sell
-8,355
Closed -$681K – 83
2015
Q2 		$681K Buy
8,355
+217
+3% +$18.1K 0.57% 32
2015
Q1 		$635K Buy
8,138
+587
+8% +$48.2K 0.52% 34
2014
Q4 		$667K Buy
7,551
+3,276
+77% +$283K 0.6% 31
2014
Q3 		$384K Buy
4,275
+76
+2% +$6.99K 0.4% 49
2014
Q2 		$405K Sell
4,199
-39
-0.9% -$3.17K 0.43% 45
2014
Q1 		$302K Buy
+4,238
New +$272K 0.35% 50

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Heritage Wealth Advisors's EQM Position: Q3 2015 in Review

Heritage Wealth Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2015, closing a stake of 8,355 shares — an estimated $681K sold.

Heritage Wealth Advisors first reported a position in EQM in Q1 2014 and held it in 6 quarters. The position peaked at $681K in Q2 2015. 159 funds tracked by Wall St. Rank hold EQM as of Q3 2015.

  • Heritage Wealth Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2015 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8,355 EQM Midstream Partners, LP shares in Q3 2015, an estimated $681K.
  • Heritage Wealth Advisors first reported a position in EQM Midstream Partners, LP in Q1 2014 and held it in 6 quarters.
  • Heritage Wealth Advisors's EQM Midstream Partners, LP position peaked at $681K in Q2 2015.
  • 159 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2015.

Based on Heritage Wealth Advisors's 13F filing for Q3 2015, filed 22 Oct 2015.