HighTower Advisors
EQM

HighTower Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

HighTower 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 		– Sell
-88,466
Closed -$2.65M – 2606
2019
Q4 		$2.65M Sell
88,466
-28,662
-24% -$797K 0.02% 769
2019
Q3 		$3.83M Sell
117,128
-28,850
-20% -$1.01M 0.02% 662
2019
Q2 		$6.52M Sell
145,978
-222
-0.2% -$9.99K 0.04% 471
2019
Q1 		$6.75M Buy
146,200
+53,630
+58% +$2.35M 0.05% 414
2018
Q4 		$4M Sell
92,570
-6,370
-6% -$304K 0.03% 526
2018
Q3 		$5.22M Buy
98,940
+3,331
+3% +$182K 0.04% 495
2018
Q2 		$4.94M Buy
95,609
+13,789
+17% +$780K 0.04% 503
2018
Q1 		$4.83M Sell
81,820
-7,873
-9% -$534K 0.04% 486
2017
Q4 		$6.56M Sell
89,693
-8,265
-8% -$591K 0.05% 388
2017
Q3 		$7.34M Sell
97,958
-2,800
-3% -$211K 0.06% 344
2017
Q2 		$7.52M Sell
100,758
-13,591
-12% -$1.02M 0.07% 328
2017
Q1 		$8.8M Buy
114,349
+10,374
+10% +$811K 0.08% 252
2016
Q4 		$7.97M Sell
103,975
-4,693
-4% -$348K 0.09% 243
2016
Q3 		$8.28M Sell
108,668
-38
-0% -$2.96K 0.1% 222
2016
Q2 		$8.74M Sell
108,706
-5,460
-5% -$412K 0.11% 196
2016
Q1 		$8.49M Buy
114,166
+3,966
+4% +$279K 0.03% 231
2015
Q4 		$8.31M Buy
110,200
+2,062
+2% +$147K 0.1% 218
2015
Q3 		$7.18M Sell
108,138
-16,811
-13% -$1.27M 0.1% 226
2015
Q2 		$10.2M Buy
124,949
+2,533
+2% +$211K 0.16% 129
2015
Q1 		$9.51M Sell
122,416
-26,387
-18% -$2.17M 0.14% 160
2014
Q4 		$13.1M Sell
148,803
-5,330
-3% -$460K 0.2% 113
2014
Q3 		$13.8M Sell
154,133
-1,308
-0.8% -$120K 0.23% 97
2014
Q2 		$15M Sell
155,441
-21,930
-12% -$1.78M 0.26% 82
2014
Q1 		$12.5M Buy
177,371
+5,104
+3% +$327K 0.24% 88
2013
Q4 		$10.1M Buy
172,267
+1,885
+1% +$100K 0.21% 112
2013
Q3 		$8.39M Buy
170,382
+37,297
+28% +$1.75M 0.21% 113
2013
Q2 		$6.5M Buy
+133,085
New +$6M 0.18% 132

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

HighTower Advisors's EQM Position: Q1 2020 in Review

HighTower Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 88,466 shares — an estimated $2.65M sold.

HighTower Advisors first reported a position in EQM in Q2 2013 and held it in 27 quarters. The position peaked at $15M in Q2 2014. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • HighTower Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • HighTower Advisors sold 88,466 EQM Midstream Partners, LP shares in Q1 2020, an estimated $2.65M.
  • HighTower Advisors first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 27 quarters.
  • HighTower Advisors's EQM Midstream Partners, LP position peaked at $15M in Q2 2014.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.