HIS
EQM

Horizon Investment Services’s EQM Midstream Partners, LP EQM Stock Holding History

Horizon Investment Services’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
2018
Q4 		– Sell
-5,073
Closed -$268K – 101
2018
Q3 		$268K Sell
5,073
-205
-4% -$11.2K 0.14% 86
2018
Q2 		$272K Buy
5,278
+1,099
+26% +$62.1K 0.14% 84
2018
Q1 		$247K Buy
4,179
+75
+2% +$5.09K 0.11% 90
2017
Q4 		$300K Buy
4,104
+359
+10% +$25.7K 0.12% 87
2017
Q3 		$281K Buy
+3,745
New +$282K 0.12% 86
2017
Q2 		– Sell
-41,783
Closed -$3.21M – 123
2017
Q1 		$3.21M Sell
41,783
-1,338
-3% -$105K 1.44% 32
2016
Q4 		$3.31M Sell
43,121
-3,432
-7% -$254K 1.56% 27
2016
Q3 		$3.55M Buy
46,553
+38,006
+445% +$2.96M 1.8% 23
2016
Q2 		$686K Buy
8,547
+1,181
+16% +$89K 0.35% 58
2016
Q1 		$548K Buy
7,366
+594
+9% +$41.7K 0.25% 65
2015
Q4 		$511K Buy
6,772
+1,111
+20% +$79K 0.22% 75
2015
Q3 		$376K Buy
+5,661
New +$428K 0.18% 81

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 23.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Horizon Investment Services's EQM Position: Q4 2018 in Review

Horizon Investment Services sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 5,073 shares — an estimated $268K sold.

Horizon Investment Services first reported a position in EQM in Q3 2015 and held it in 12 quarters. The position peaked at $3.55M in Q3 2016. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Horizon Investment Services reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Horizon Investment Services sold 5,073 EQM Midstream Partners, LP shares in Q4 2018, an estimated $268K.
  • Horizon Investment Services first reported a position in EQM Midstream Partners, LP in Q3 2015 and held it in 12 quarters.
  • Horizon Investment Services's EQM Midstream Partners, LP position peaked at $3.55M in Q3 2016.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Horizon Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.