JWM
EQM

Jacobus Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

Jacobus Wealth 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
2017
Q3 		$183K Hold
2,440
– – 0.05% 174
2017
Q2 		$182K Hold
2,440
– – 0.05% 168
2017
Q1 		$188K Hold
2,440
– – 0.05% 157
2016
Q4 		$187K Hold
2,440
– – 0.05% 158
2016
Q3 		$186K Hold
2,440
– – 0.05% 177
2016
Q2 		$196K Sell
2,440
-7,935
-76% -$598K 0.06% 167
2016
Q1 		$772K Buy
10,375
+3,345
+48% +$235K 0.23% 86
2015
Q4 		$530K Sell
7,030
-290
-4% -$20.6K 0.15% 116
2015
Q3 		$486K Buy
7,320
+360
+5% +$27.2K 0.14% 119
2015
Q2 		$568K Buy
6,960
+3,300
+90% +$275K 0.14% 121
2015
Q1 		$284K Hold
3,660
– – 0.07% 179
2014
Q4 		$322K Buy
+3,660
New +$316K 0.08% 160

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jacobus Wealth Management's EQM Position: Q3 2017 in Review

Jacobus Wealth Management held its EQM Midstream Partners, LP (EQM) position steady in Q3 2017 at 2,440 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #174.

Jacobus Wealth Management first reported a position in EQM in Q4 2014 and has held it in 12 quarters since. The position peaked at $772K in Q1 2016. 199 funds tracked by Wall St. Rank hold EQM as of Q3 2017.

  • Jacobus Wealth Management held 2,440 shares of EQM Midstream Partners, LP worth $183K as of Q3 2017.
  • Jacobus Wealth Management left its EQM Midstream Partners, LP share count unchanged in Q3 2017.
  • EQM Midstream Partners, LP made up 0.05% of Jacobus Wealth Management's portfolio in Q3 2017, its #174 holding.
  • Jacobus Wealth Management first reported a position in EQM Midstream Partners, LP in Q4 2014 and has held it in 12 quarters since.
  • Jacobus Wealth Management's EQM Midstream Partners, LP position peaked at $772K in Q1 2016.
  • 199 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.