JFA
EQM

JNBA Financial Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-2,875
Closed -$219K – 1536
2016
Q3 		$219K Buy
+2,875
New +$224K 0.03% 208

Other funds holding EQM

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ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JNBA Financial Advisors's EQM Position: Q4 2016 in Review

JNBA Financial Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2016, closing a stake of 2,875 shares — an estimated $219K sold.

JNBA Financial Advisors first reported a position in EQM in Q3 2016 and held it in 1 quarter. The position peaked at $219K in Q3 2016. 187 funds tracked by Wall St. Rank hold EQM as of Q4 2016.

  • JNBA Financial Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,875 EQM Midstream Partners, LP shares in Q4 2016, an estimated $219K.
  • JNBA Financial Advisors first reported a position in EQM Midstream Partners, LP in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's EQM Midstream Partners, LP position peaked at $219K in Q3 2016.
  • 187 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.