IA
EQM

IFP Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

IFP Advisors’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
Q1 		– Sell
-100
Closed -$4K – 3774
2018
Q4 		$4K Hold
100
– – ﹤0.01% 2992
2018
Q3 		$5K Sell
100
-30
-23% -$1.64K ﹤0.01% 3250
2018
Q2 		$7K Sell
130
-1,398
-91% -$79.1K ﹤0.01% 3127
2018
Q1 		$112K Hold
1,528
– – 0.01% 1321
2017
Q4 		$112K Sell
1,528
-280
-15% -$20K 0.01% 1330
2017
Q3 		$136K Hold
1,808
– – 0.01% 1374
2017
Q2 		$135K Buy
1,808
+988
+120% +$73.9K 0.01% 1363
2017
Q1 		$63K Buy
+820
New +$64.1K ﹤0.01% 1792
2016
Q4 		– Sell
-72
Closed -$5K – 4211
2016
Q3 		$5K Sell
72
-119
-62% -$9.27K ﹤0.01% 3277
2016
Q2 		$15K Buy
+191
New +$14.4K ﹤0.01% 2556
2016
Q1 		– Sell
-246
Closed -$19K – 3762
2015
Q4 		$19K Buy
+246
New +$17.5K ﹤0.01% 2202

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

IFP Advisors's EQM Position: Q1 2019 in Review

IFP Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

IFP Advisors first reported a position in EQM in Q4 2015 and held it in 11 quarters. The position peaked at $136K in Q3 2017. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

  • IFP Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 100 EQM Midstream Partners, LP shares in Q1 2019, an estimated $4K.
  • IFP Advisors first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's EQM Midstream Partners, LP position peaked at $136K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.