Level Four Advisory Services’s EQM Midstream Partners, LP EQM Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-12,562	Closed	-$742K	–	640
2018 Q1	$742K	Sell	12,562 -3,162	-20%	-$215K	0.06%	291
2017 Q4	$1.15M	Sell	15,724 -1,821	-10%	-$130K	0.09%	206
2017 Q3	$1.31M	Buy	17,545 +13,110	+296%	+$986K	0.12%	170
2017 Q2	$342K	Sell	4,435 -11,452	-72%	-$856K	0.05%	337
2017 Q1	$1.22M	Buy	15,887 +1,749	+12%	+$137K	0.12%	171
2016 Q4	$1.08M	Buy	+14,138	New	+$1.05M	0.14%	163

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Level Four Advisory Services's EQM Position: Q2 2018 in Review

Level Four Advisory Services sold out of EQM Midstream Partners, LP (EQM) in Q2 2018, closing a stake of 12,562 shares — an estimated $742K sold.

Level Four Advisory Services first reported a position in EQM in Q4 2016 and held it in 6 quarters. The position peaked at $1.31M in Q3 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

Level Four Advisory Services reported no remaining EQM Midstream Partners, LP position as of Q2 2018 after selling out during the quarter.
Level Four Advisory Services sold 12,562 EQM Midstream Partners, LP shares in Q2 2018, an estimated $742K.
Level Four Advisory Services first reported a position in EQM Midstream Partners, LP in Q4 2016 and held it in 6 quarters.
Level Four Advisory Services's EQM Midstream Partners, LP position peaked at $1.31M in Q3 2017.
192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on Level Four Advisory Services's 13F filing for Q2 2018, filed 14 Aug 2018.