LTI
EQM

Laffer Tengler Investments’s EQM Midstream Partners, LP EQM Stock Holding History

Laffer Tengler Investments’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
Q4 		– Sell
-5,068
Closed -$267K – 190
2018
Q3 		$267K Buy
5,068
+452
+10% +$24.6K 0.07% 181
2018
Q2 		$238K Sell
4,616
-4
-0.1% -$226 0.06% 184
2018
Q1 		$273K Buy
4,620
+227
+5% +$15.4K 0.07% 181
2017
Q4 		$321K Sell
4,393
-836
-16% -$59.7K 0.08% 193
2017
Q3 		$392K Sell
5,229
-197
-4% -$14.8K 0.1% 186
2017
Q2 		$405K Sell
5,426
-11
-0.2% -$823 0.1% 192
2017
Q1 		$418K Buy
+5,437
New +$425K 0.11% 190

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Laffer Tengler Investments's EQM Position: Q4 2018 in Review

Laffer Tengler Investments sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 5,068 shares — an estimated $267K sold.

Laffer Tengler Investments first reported a position in EQM in Q1 2017 and held it in 7 quarters. The position peaked at $418K in Q1 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Laffer Tengler Investments reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Laffer Tengler Investments sold 5,068 EQM Midstream Partners, LP shares in Q4 2018, an estimated $267K.
  • Laffer Tengler Investments first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 7 quarters.
  • Laffer Tengler Investments's EQM Midstream Partners, LP position peaked at $418K in Q1 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Laffer Tengler Investments's 13F filing for Q4 2018, filed 15 Feb 2019.