Lake Street Advisors Group’s EQM Midstream Partners, LP EQM Stock Holding History

Lake Street Advisors Group’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 Q3	–	Sell	-4,850	Closed	-$217K	–	245
2019 Q2	$217K	Hold	4,850	–	–	0.02%	198
2019 Q1	$224K	Hold	4,850	–	–	0.02%	195
2018 Q4	$210K	Hold	4,850	–	–	0.03%	180
2018 Q3	$256K	Sell	4,850 -925	-16%	-$50.4K	0.03%	163
2018 Q2	$298K	Buy	+5,775	New	+$327K	0.03%	226

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Street Advisors Group's EQM Position: Q3 2019 in Review

Lake Street Advisors Group sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 4,850 shares — an estimated $217K sold.

Lake Street Advisors Group first reported a position in EQM in Q2 2018 and held it in 5 quarters. The position peaked at $298K in Q2 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Lake Street Advisors Group reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Lake Street Advisors Group sold 4,850 EQM Midstream Partners, LP shares in Q3 2019, an estimated $217K.
Lake Street Advisors Group first reported a position in EQM Midstream Partners, LP in Q2 2018 and held it in 5 quarters.
Lake Street Advisors Group's EQM Midstream Partners, LP position peaked at $298K in Q2 2018.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Lake Street Advisors Group's 13F filing for Q3 2019, filed 14 Nov 2019.