IAP
EQM

Indie Asset Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Indie Asset 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
2020
Q1 		– Sell
-9,350
Closed -$280K – 98
2019
Q4 		$280K Buy
+9,350
New +$260K 0.3% 65

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Indie Asset Partners's EQM Position: Q1 2020 in Review

Indie Asset Partners sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 9,350 shares — an estimated $280K sold.

Indie Asset Partners first reported a position in EQM in Q4 2019 and held it in 1 quarter. The position peaked at $280K in Q4 2019. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Indie Asset Partners reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Indie Asset Partners sold 9,350 EQM Midstream Partners, LP shares in Q1 2020, an estimated $280K.
  • Indie Asset Partners first reported a position in EQM Midstream Partners, LP in Q4 2019 and held it in 1 quarter.
  • Indie Asset Partners's EQM Midstream Partners, LP position peaked at $280K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Indie Asset Partners's 13F filing for Q1 2020, filed 13 May 2020.