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

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AA
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Neuberger Berman Group
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O
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
KACA
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.