JHCP
EQM

Jackson Hole Capital Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Jackson Hole Capital 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
-27,985
Closed -$837K – 208
2019
Q4 		$837K Sell
27,985
-529
-2% -$14.7K 0.46% 66
2019
Q3 		$932K Sell
28,514
-1,000
-3% -$35.1K 0.53% 57
2019
Q2 		$1.32M Sell
29,514
-176
-0.6% -$7.92K 0.82% 26
2019
Q1 		$1.37M Buy
29,690
+2,830
+11% +$124K 1.21% 21
2018
Q4 		$1.16M Buy
+26,860
New +$1.28M 1.22% 21

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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

Jackson Hole Capital Partners's EQM Position: Q1 2020 in Review

Jackson Hole Capital Partners sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 27,985 shares — an estimated $837K sold.

Jackson Hole Capital Partners first reported a position in EQM in Q4 2018 and held it in 5 quarters. The position peaked at $1.37M in Q1 2019. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Jackson Hole Capital Partners reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Jackson Hole Capital Partners sold 27,985 EQM Midstream Partners, LP shares in Q1 2020, an estimated $837K.
  • Jackson Hole Capital Partners first reported a position in EQM Midstream Partners, LP in Q4 2018 and held it in 5 quarters.
  • Jackson Hole Capital Partners's EQM Midstream Partners, LP position peaked at $1.37M in Q1 2019.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2020, filed 4 May 2020.