Icon Wealth Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Icon Wealth Partners’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
2019 Q3	–	Sell	-8,654	Closed	-$387K	–	175
2019 Q2	$387K	Buy	8,654 +401	+5%	+$18K	0.14%	86
2019 Q1	$381K	Buy	8,253 +237	+3%	+$10.4K	0.14%	83
2018 Q4	$347K	Sell	8,016 -1,265	-14%	-$60.3K	0.17%	87
2018 Q3	$490K	Buy	9,281 +2,408	+35%	+$131K	0.2%	82
2018 Q2	$355K	Buy	6,873 +217	+3%	+$12.3K	0.15%	104
2018 Q1	$393K	Sell	6,656 -236	-3%	-$16K	0.21%	107
2017 Q4	$504K	Buy	+6,892	New	+$493K	0.25%	86

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Partners's EQM Position: Q3 2019 in Review

Icon Wealth Partners sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 8,654 shares — an estimated $387K sold.

Icon Wealth Partners first reported a position in EQM in Q4 2017 and held it in 7 quarters. The position peaked at $504K in Q4 2017. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Icon Wealth Partners reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Icon Wealth Partners sold 8,654 EQM Midstream Partners, LP shares in Q3 2019, an estimated $387K.
Icon Wealth Partners first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 7 quarters.
Icon Wealth Partners's EQM Midstream Partners, LP position peaked at $504K in Q4 2017.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Icon Wealth Partners's 13F filing for Q3 2019, filed 24 Oct 2019.