LWM
EQM

LBA Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

LBA Wealth Management’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
2014
Q4 		– Sell
-44
Closed -$4K – 419
2014
Q3 		$4K Buy
+44
New +$4.05K ﹤0.01% 369

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA Wealth Management's EQM Position: Q4 2014 in Review

LBA Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2014, closing a stake of 44 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in EQM in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 137 funds tracked by Wall St. Rank hold EQM as of Q4 2014.

  • LBA Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 44 EQM Midstream Partners, LP shares in Q4 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in EQM Midstream Partners, LP in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's EQM Midstream Partners, LP position peaked at $4K in Q3 2014.
  • 137 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.