Institutional & Family Asset Management’s EQM Midstream Partners, LP EQM Stock Holding History

Institutional & Family Asset Management’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	-10,631	Closed	-$475K	–	904
2019 Q2	$475K	Hold	10,631	–	–	0.1%	119
2019 Q1	$491K	Buy	10,631 +6,580	+162%	+$288K	0.1%	119
2018 Q4	$175K	Sell	4,051 -145	-3%	-$6.91K	0.04%	176
2018 Q3	$221K	Sell	4,196 -2,320	-36%	-$127K	0.04%	179
2018 Q2	$336K	Sell	6,516 -3,350	-34%	-$189K	0.07%	143
2018 Q1	$582K	Sell	9,866 -9,174	-48%	-$623K	0.12%	102
2017 Q4	$1.39M	Sell	19,040 -1,335	-7%	-$95.4K	0.27%	73
2017 Q3	$1.53M	Buy	+20,375	New	+$1.53M	0.31%	74

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 23.41% 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 $315B AUM 27.84% 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

Institutional & Family Asset Management's EQM Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 10,631 shares — an estimated $475K sold.

Institutional & Family Asset Management first reported a position in EQM in Q3 2017 and held it in 8 quarters. The position peaked at $1.53M in Q3 2017. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Institutional & Family Asset Management reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 10,631 EQM Midstream Partners, LP shares in Q3 2019, an estimated $475K.
Institutional & Family Asset Management first reported a position in EQM Midstream Partners, LP in Q3 2017 and held it in 8 quarters.
Institutional & Family Asset Management's EQM Midstream Partners, LP position peaked at $1.53M in Q3 2017.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.