IWP
EQGP

Icon Wealth Partners’s EQGP Holdings, LP EQGP Stock Holding History

Icon Wealth Partners’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-965
Closed -$23K – 819
2018
Q2 		$23K Buy
+965
New +$23.5K 0.01% 561
2018
Q1 		– Sell
-357
Closed -$10K – 840
2017
Q4 		$10K Buy
+357
New +$9.67K 0.01% 714

Other funds holding EQGP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Icon Wealth Partners's EQGP Position: Q3 2018 in Review

Icon Wealth Partners sold out of EQGP Holdings, LP (EQGP) in Q3 2018, closing a stake of 965 shares — an estimated $23K sold.

Icon Wealth Partners first reported a position in EQGP in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q2 2018. 76 funds tracked by Wall St. Rank hold EQGP as of Q3 2018.

  • Icon Wealth Partners reported no remaining EQGP Holdings, LP position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 965 EQGP Holdings, LP shares in Q3 2018, an estimated $23K.
  • Icon Wealth Partners first reported a position in EQGP Holdings, LP in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's EQGP Holdings, LP position peaked at $23K in Q2 2018.
  • 76 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.