Institutional & Family Asset Management’s EQGP Holdings, LP EQGP Stock Holding History

Institutional & Family Asset Management’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
2019 Q1	–	Sell	-8,900	Closed	-$178K	–	900
2018 Q4	$178K	Sell	8,900 -315	-3%	-$5.83K	0.04%	173
2018 Q3	$192K	Buy	9,215 +2,585	+39%	+$57.8K	0.04%	191
2018 Q2	$156K	Buy	+6,630	New	+$162K	0.03%	210

Other funds holding EQGP

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Institutional & Family Asset Management's EQGP Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of EQGP Holdings, LP (EQGP) in Q1 2019, closing a stake of 8,900 shares — an estimated $178K sold.

Institutional & Family Asset Management first reported a position in EQGP in Q2 2018 and held it in 3 quarters. The position peaked at $192K in Q3 2018. 1 fund tracked by Wall St. Rank holds EQGP as of Q1 2019.

Institutional & Family Asset Management reported no remaining EQGP Holdings, LP position as of Q1 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 8,900 EQGP Holdings, LP shares in Q1 2019, an estimated $178K.
Institutional & Family Asset Management first reported a position in EQGP Holdings, LP in Q2 2018 and held it in 3 quarters.
Institutional & Family Asset Management's EQGP Holdings, LP position peaked at $192K in Q3 2018.
1 fund tracked by Wall St. Rank held EQGP Holdings, LP as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.