JFGIW
EQM

Johnson Financial Group Inc (Wisconsin)’s EQM Midstream Partners, LP EQM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-323
Closed -$25K – 692
2016
Q4 		$25K Hold
323
– – ﹤0.01% 485
2016
Q3 		$25K Hold
323
– – ﹤0.01% 473
2016
Q2 		$26K Buy
+323
New +$24.4K ﹤0.01% 541

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AA
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O
OppenheimerFunds New York $80.4B AUM 17.47% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EQM Position: Q1 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of EQM Midstream Partners, LP (EQM) in Q1 2017, closing a stake of 323 shares — an estimated $25K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EQM in Q2 2016 and held it in 3 quarters. The position peaked at $26K in Q2 2016. 193 funds tracked by Wall St. Rank hold EQM as of Q1 2017.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining EQM Midstream Partners, LP position as of Q1 2017 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 323 EQM Midstream Partners, LP shares in Q1 2017, an estimated $25K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s EQM Midstream Partners, LP position peaked at $26K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2017, filed 12 May 2017.