HCC
EQM

Hirtle Callaghan & Co’s EQM Midstream Partners, LP EQM Stock Holding History

Hirtle Callaghan & Co’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
Q3 		– Sell
-1,797
Closed -$134K – 214
2017
Q2 		$134K Hold
1,797
– – 0.02% 28
2017
Q1 		$138K Buy
+1,797
New +$140K 0.02% 30
2016
Q1 		– Sell
-1,399
Closed -$106K – 188
2015
Q4 		$106K Hold
1,399
– – 0.02% 88
2015
Q3 		$93K Hold
1,399
– – 0.02% 128
2015
Q2 		$114K Buy
+1,399
New +$116K 0.04% 127

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hirtle Callaghan & Co's EQM Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of EQM Midstream Partners, LP (EQM) in Q3 2017, closing a stake of 1,797 shares — an estimated $134K sold.

Hirtle Callaghan & Co first reported a position in EQM in Q2 2015 and held it in 5 quarters. The position peaked at $138K in Q1 2017. 199 funds tracked by Wall St. Rank hold EQM as of Q3 2017.

  • Hirtle Callaghan & Co reported no remaining EQM Midstream Partners, LP position as of Q3 2017 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,797 EQM Midstream Partners, LP shares in Q3 2017, an estimated $134K.
  • Hirtle Callaghan & Co first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 5 quarters.
  • Hirtle Callaghan & Co's EQM Midstream Partners, LP position peaked at $138K in Q1 2017.
  • 199 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.