HT
EQM

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

HighTower Trust’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
2017
Q2 		– Sell
-3,084
Closed -$237K – 161
2017
Q1 		$237K Sell
3,084
-1,598
-34% -$125K 0.03% 144
2016
Q4 		$359K Sell
4,682
-810
-15% -$60K 0.04% 121
2016
Q3 		$418K Sell
5,492
-1,909
-26% -$149K 0.05% 113
2016
Q2 		$594K Sell
7,401
-247
-3% -$18.6K 0.06% 96
2016
Q1 		$569K Sell
7,648
-10,940
-59% -$769K 0.07% 89
2015
Q4 		$1.4M Buy
18,588
+4,024
+28% +$286K 0.19% 53
2015
Q3 		$966K Buy
14,564
+6,916
+90% +$523K 0.16% 51
2015
Q2 		$624K Buy
7,648
+817
+12% +$68K 0.1% 71
2015
Q1 		$530K Sell
6,831
-538
-7% -$44.2K 0.08% 86
2014
Q4 		$648K Sell
7,369
-226
-3% -$19.5K 0.1% 71
2014
Q3 		$681K Sell
7,595
-5,573
-42% -$513K 0.1% 65
2014
Q2 		$1.27M Sell
13,168
-5,098
-28% -$415K 0.17% 43
2014
Q1 		$1.28M Sell
18,266
-14,584
-44% -$936K 0.18% 47
2013
Q4 		$1.93M Buy
32,850
+3,050
+10% +$162K 0.25% 36
2013
Q3 		$1.47M Buy
29,800
+12,209
+69% +$574K 0.22% 43
2013
Q2 		$859K Buy
+17,591
New +$794K 0.13% 49

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HighTower Trust's EQM Position: Q2 2017 in Review

HighTower Trust sold out of EQM Midstream Partners, LP (EQM) in Q2 2017, closing a stake of 3,084 shares — an estimated $237K sold.

HighTower Trust first reported a position in EQM in Q2 2013 and held it in 16 quarters. The position peaked at $1.93M in Q4 2013. 202 funds tracked by Wall St. Rank hold EQM as of Q2 2017.

  • HighTower Trust reported no remaining EQM Midstream Partners, LP position as of Q2 2017 after selling out during the quarter.
  • HighTower Trust sold 3,084 EQM Midstream Partners, LP shares in Q2 2017, an estimated $237K.
  • HighTower Trust first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 16 quarters.
  • HighTower Trust's EQM Midstream Partners, LP position peaked at $1.93M in Q4 2013.
  • 202 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2017.

Based on HighTower Trust's 13F filing for Q2 2017, filed 14 Aug 2017.