IIA
EQM

IPG Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

IPG Investment Advisors’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
-2,700
Closed -$238K – 144
2014
Q4 		$238K Buy
+2,700
New +$233K 0.09% 102

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

IPG Investment Advisors's EQM Position: Q1 2015 in Review

IPG Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2015, closing a stake of 2,700 shares — an estimated $238K sold.

IPG Investment Advisors first reported a position in EQM in Q4 2014 and held it in 1 quarter. The position peaked at $238K in Q4 2014. 150 funds tracked by Wall St. Rank hold EQM as of Q1 2015.

  • IPG Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2015 after selling out during the quarter.
  • IPG Investment Advisors sold 2,700 EQM Midstream Partners, LP shares in Q1 2015, an estimated $238K.
  • IPG Investment Advisors first reported a position in EQM Midstream Partners, LP in Q4 2014 and held it in 1 quarter.
  • IPG Investment Advisors's EQM Midstream Partners, LP position peaked at $238K in Q4 2014.
  • 150 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2015.

Based on IPG Investment Advisors's 13F filing for Q1 2015, filed 11 May 2015.