Investors Capital Advisory Services’s EQM Midstream Partners, LP EQM Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$484K	Sell	6,038 -526	-8%	-$39.7K	0.09%	287
2016 Q1	$488K	Buy	6,564 +378	+6%	+$26.6K	0.1%	274
2015 Q4	$466K	Buy	6,186 +1,225	+25%	+$87.1K	0.09%	314
2015 Q3	$327K	Sell	4,961 -360	-7%	-$27.2K	0.07%	411
2015 Q2	$433K	Buy	5,321 +1,136	+27%	+$94.5K	0.08%	359
2015 Q1	$325K	Buy	4,185 +435	+12%	+$35.7K	0.06%	436
2014 Q4	$329K	Buy	3,750 +755	+25%	+$65.1K	0.06%	411
2014 Q3	$268K	Buy	+2,995	New	+$276K	0.05%	468

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Investors Capital Advisory Services's EQM Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its EQM Midstream Partners, LP (EQM) stake by 8% in Q2 2016, selling an estimated $39.7K and leaving 6,038 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #287.

Investors Capital Advisory Services first reported a position in EQM in Q3 2014 and has held it in 8 quarters since. The position peaked at $488K in Q1 2016. 184 funds tracked by Wall St. Rank hold EQM as of Q2 2016.

Investors Capital Advisory Services held 6,038 shares of EQM Midstream Partners, LP worth $484K as of Q2 2016.
Investors Capital Advisory Services sold 526 EQM Midstream Partners, LP shares in Q2 2016, an estimated $39.7K.
EQM Midstream Partners, LP made up 0.09% of Investors Capital Advisory Services's portfolio in Q2 2016, its #287 holding.
Investors Capital Advisory Services first reported a position in EQM Midstream Partners, LP in Q3 2014 and has held it in 8 quarters since.
Investors Capital Advisory Services's EQM Midstream Partners, LP position peaked at $488K in Q1 2016.
184 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.