KA
EQM

Kaizen Advisory’s EQM Midstream Partners, LP EQM Stock Holding History

Kaizen Advisory’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
2018
Q3 		– Sell
-16,671
Closed -$860K – 625
2018
Q2 		$860K Buy
16,671
+12,518
+301% +$708K 0.44% 101
2018
Q1 		$245K Buy
+4,153
New +$282K 0.24% 86

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Kaizen Advisory's EQM Position: Q3 2018 in Review

Kaizen Advisory sold out of EQM Midstream Partners, LP (EQM) in Q3 2018, closing a stake of 16,671 shares — an estimated $860K sold.

Kaizen Advisory first reported a position in EQM in Q1 2018 and held it in 2 quarters. The position peaked at $860K in Q2 2018. 196 funds tracked by Wall St. Rank hold EQM as of Q3 2018.

  • Kaizen Advisory reported no remaining EQM Midstream Partners, LP position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 16,671 EQM Midstream Partners, LP shares in Q3 2018, an estimated $860K.
  • Kaizen Advisory first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's EQM Midstream Partners, LP position peaked at $860K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.