LF
EQM

Lee Financial’s EQM Midstream Partners, LP EQM Stock Holding History

Lee Financial’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
2020
Q2 		– Sell
-1,323
Closed -$16K – 563
2020
Q1 		$16K Sell
1,323
-614
-32% -$12.5K 0.01% 249
2019
Q4 		$58K Sell
1,937
-121
-6% -$3.37K 0.01% 180
2019
Q3 		$67K Hold
2,058
– – 0.02% 170
2019
Q2 		$92K Buy
+2,058
New +$92.6K 0.02% 167
2018
Q3 		– Sell
-1,467
Closed -$76K – 784
2018
Q2 		$76K Buy
1,467
+174
+13% +$9.84K 0.02% 229
2018
Q1 		$76K Buy
+1,293
New +$87.8K 0.02% 230

Other funds holding EQM

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Lee Financial's EQM Position: Q2 2020 in Review

Lee Financial sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 1,323 shares — an estimated $16K sold.

Lee Financial first reported a position in EQM in Q1 2018 and held it in 6 quarters. The position peaked at $92K in Q2 2019. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

  • Lee Financial reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
  • Lee Financial sold 1,323 EQM Midstream Partners, LP shares in Q2 2020, an estimated $16K.
  • Lee Financial first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 6 quarters.
  • Lee Financial's EQM Midstream Partners, LP position peaked at $92K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on Lee Financial's 13F filing for Q2 2020, filed 11 Aug 2020.