LTFS
EQM

Ladenburg Thalmann Financial Services’s EQM Midstream Partners, LP EQM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$38K Buy
1,263
+952
+306% +$26.5K ﹤0.01% 3719
2019
Q3 		$10K Sell
311
-900
-74% -$31.6K ﹤0.01% 4420
2019
Q2 		$54K Hold
1,211
– – ﹤0.01% 3415
2019
Q1 		$56K Hold
1,211
– – ﹤0.01% 3338
2018
Q4 		$52K Sell
1,211
-213
-15% -$10.2K ﹤0.01% 3221
2018
Q3 		$75K Sell
1,424
-5,842
-80% -$319K ﹤0.01% 3038
2018
Q2 		$429K Hold
7,266
– – ﹤0.01% 1666
2018
Q1 		$429K Sell
7,266
-920
-11% -$62.4K ﹤0.01% 1666
2017
Q4 		$599K Buy
8,186
+98
+1% +$7K 0.01% 1419
2017
Q3 		$607K Buy
8,088
+1,736
+27% +$131K 0.01% 1321
2017
Q2 		$474K Buy
6,352
+5,248
+475% +$392K 0.01% 1419
2017
Q1 		$85K Buy
1,104
+326
+42% +$25.5K ﹤0.01% 2512
2016
Q4 		$60K Hold
778
– – ﹤0.01% 2713
2016
Q3 		$59K Sell
778
-501
-39% -$39K ﹤0.01% 2667
2016
Q2 		$103K Buy
1,279
+119
+10% +$8.97K ﹤0.01% 2143
2016
Q1 		$86K Buy
1,160
+122
+12% +$8.57K ﹤0.01% 2174
2015
Q4 		$78K Hold
1,038
– – ﹤0.01% 2252
2015
Q3 		$69K Buy
1,038
+400
+63% +$30.2K ﹤0.01% 2263
2015
Q2 		$52K Buy
638
+100
+19% +$8.32K ﹤0.01% 2562
2015
Q1 		$42K Sell
538
-550
-51% -$45.2K ﹤0.01% 2692
2014
Q4 		$96K Hold
1,088
– – ﹤0.01% 1928
2014
Q3 		$97K Buy
1,088
+66
+6% +$6.07K ﹤0.01% 1617
2014
Q2 		$99K Hold
1,022
– – ﹤0.01% 1614
2014
Q1 		$72K Buy
1,022
+157
+18% +$10.1K ﹤0.01% 1708
2013
Q4 		$51K Buy
+865
New +$45.9K ﹤0.01% 1905

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EQM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its EQM Midstream Partners, LP (EQM) stake by 306% in Q4 2019, buying an estimated $26.5K and bringing the position to 1,263 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Ladenburg Thalmann Financial Services first reported a position in EQM in Q4 2013 and has held it in 25 quarters since. The position peaked at $607K in Q3 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,263 shares of EQM Midstream Partners, LP worth $38K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 952 EQM Midstream Partners, LP shares in Q4 2019, an estimated $26.5K.
  • EQM Midstream Partners, LP made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3719 holding.
  • Ladenburg Thalmann Financial Services first reported a position in EQM Midstream Partners, LP in Q4 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's EQM Midstream Partners, LP position peaked at $607K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.