HB
EQM

Homrich & Berg’s EQM Midstream Partners, LP EQM Stock Holding History

Homrich & Berg’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
-4,071
Closed -$313K – 315
2017
Q1 		$313K Buy
+4,071
New +$318K 0.03% 227
2016
Q2 		– Sell
-14,649
Closed -$1.09M – 287
2016
Q1 		$1.09M Sell
14,649
-3,056
-17% -$215K 0.11% 70
2015
Q4 		$1.34M Sell
17,705
-554
-3% -$39.4K 0.12% 61
2015
Q3 		$1.21M Sell
18,259
-1,287
-7% -$97.2K 0.13% 63
2015
Q2 		$1.59M Buy
19,546
+750
+4% +$62.4K 0.16% 55
2015
Q1 		$1.46M Sell
18,796
-1,622
-8% -$133K 0.14% 61
2014
Q4 		$1.8M Hold
20,418
– – 0.18% 49
2014
Q3 		$1.83M Hold
20,418
– – 0.18% 46
2014
Q2 		$1.98M Buy
20,418
+543
+3% +$44.2K 0.22% 36
2014
Q1 		$1.4M Hold
19,875
– – 0.18% 49
2013
Q4 		$1.17M Hold
19,875
– – 0.16% 53
2013
Q3 		$978K Buy
+19,875
New +$934K 0.15% 58

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

Homrich & Berg's EQM Position: Q2 2017 in Review

Homrich & Berg sold out of EQM Midstream Partners, LP (EQM) in Q2 2017, closing a stake of 4,071 shares — an estimated $313K sold.

Homrich & Berg first reported a position in EQM in Q3 2013 and held it in 12 quarters. The position peaked at $1.98M in Q2 2014. 202 funds tracked by Wall St. Rank hold EQM as of Q2 2017.

  • Homrich & Berg reported no remaining EQM Midstream Partners, LP position as of Q2 2017 after selling out during the quarter.
  • Homrich & Berg sold 4,071 EQM Midstream Partners, LP shares in Q2 2017, an estimated $313K.
  • Homrich & Berg first reported a position in EQM Midstream Partners, LP in Q3 2013 and held it in 12 quarters.
  • Homrich & Berg's EQM Midstream Partners, LP position peaked at $1.98M in Q2 2014.
  • 202 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2017.

Based on Homrich & Berg's 13F filing for Q2 2017, filed 8 Aug 2017.