IT
EQM

Independence Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Independence Trust’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
2015
Q1 		– Sell
-2,975
Closed -$262K – 133
2014
Q4 		$262K Hold
2,975
– – 0.16% 104
2014
Q3 		$267K Sell
2,975
-5,096
-63% -$469K 0.18% 82
2014
Q2 		$781K Buy
8,071
+2,005
+33% +$163K 0.5% 35
2014
Q1 		$427K Buy
6,066
+982
+19% +$63K 0.29% 64
2013
Q4 		$299K Sell
5,084
-400
-7% -$21.2K 0.2% 78
2013
Q3 		$270K Buy
+5,484
New +$258K 0.2% 84

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independence Trust's EQM Position: Q1 2015 in Review

Independence Trust sold out of EQM Midstream Partners, LP (EQM) in Q1 2015, closing a stake of 2,975 shares — an estimated $262K sold.

Independence Trust first reported a position in EQM in Q3 2013 and held it in 6 quarters. The position peaked at $781K in Q2 2014. 150 funds tracked by Wall St. Rank hold EQM as of Q1 2015.

  • Independence Trust reported no remaining EQM Midstream Partners, LP position as of Q1 2015 after selling out during the quarter.
  • Independence Trust sold 2,975 EQM Midstream Partners, LP shares in Q1 2015, an estimated $262K.
  • Independence Trust first reported a position in EQM Midstream Partners, LP in Q3 2013 and held it in 6 quarters.
  • Independence Trust's EQM Midstream Partners, LP position peaked at $781K in Q2 2014.
  • 150 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2015.

Based on Independence Trust's 13F filing for Q1 2015, filed 21 Apr 2015.