Lee Financial’s EQGP Holdings, LP EQGP Stock Holding History

Lee Financial’s Portfolio EQGP Stock Details EQGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-335	Closed	-$8K	–	800
2018 Q2	$8K	Hold	335	–	–	﹤0.01%	550
2018 Q1	$8K	Buy	+335	New	+$8.63K	﹤0.01%	551

Other funds holding EQGP

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Lee Financial's EQGP Position: Q3 2018 in Review

Lee Financial sold out of EQGP Holdings, LP (EQGP) in Q3 2018, closing a stake of 335 shares — an estimated $8K sold.

Lee Financial first reported a position in EQGP in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 76 funds tracked by Wall St. Rank hold EQGP as of Q3 2018.

Lee Financial reported no remaining EQGP Holdings, LP position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 335 EQGP Holdings, LP shares in Q3 2018, an estimated $8K.
Lee Financial first reported a position in EQGP Holdings, LP in Q1 2018 and held it in 2 quarters.
Lee Financial's EQGP Holdings, LP position peaked at $8K in Q2 2018.
76 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.