JG
EQM

Jefferies Group’s EQM Midstream Partners, LP EQM Stock Holding History

Jefferies Group’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
Q2 		– Sell
-6,400
Closed -$492K – 2738
2017
Q1 		$492K Buy
6,400
+100
+2% +$7.81K ﹤0.01% 1592
2016
Q4 		$483K Buy
+6,300
New +$467K ﹤0.01% 1600
2016
Q3 		– Sell
-2,800
Closed -$225K – 2561
2016
Q2 		$225K Sell
2,800
-70,100
-96% -$5.29M ﹤0.01% 1779
2016
Q1 		$5.43M Buy
72,900
+62,700
+615% +$4.41M 0.03% 453
2015
Q4 		$770K Buy
+10,200
New +$725K ﹤0.01% 1298
2015
Q3 		– Sell
-385,400
Closed -$31.4M – 3350
2015
Q2 		$31.4M Buy
+385,400
New +$32.1M 0.16% 109

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
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jefferies Group's EQM Position: Q4 2015 in Review

Jefferies Group sold out of EQM Midstream Partners, LP (EQM) in Q4 2015, closing a stake of 80,000 shares — an estimated $5.68M sold.

Jefferies Group first reported a position in EQM in Q4 2013 and held it in 3 quarters. The position peaked at $5.31M in Q3 2015. 164 funds tracked by Wall St. Rank hold EQM as of Q4 2015.

  • Jefferies Group reported no remaining EQM Midstream Partners, LP position as of Q4 2015 after selling out during the quarter.
  • Jefferies Group sold 80,000 EQM Midstream Partners, LP shares in Q4 2015, an estimated $5.68M.
  • Jefferies Group first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 3 quarters.
  • Jefferies Group's EQM Midstream Partners, LP position peaked at $5.31M in Q3 2015.
  • 164 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2015.

Based on Jefferies Group's 13F filing for Q4 2015, filed 12 Feb 2016.