LMGAM
EQM

Liberty Mutual Group Asset Management’s EQM Midstream Partners, LP EQM Stock Holding History

Liberty Mutual Group Asset 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
2017
Q2 		– Sell
-56,881
Closed -$4.37M – 987
2017
Q1 		$4.37M Sell
56,881
-5,888
-9% -$460K 0.17% 95
2016
Q4 		$4.81M Sell
62,769
-590
-0.9% -$43.7K 0.17% 92
2016
Q3 		$4.83M Buy
63,359
+14,594
+30% +$1.14M 0.17% 90
2016
Q2 		$3.92M Sell
48,765
-22,309
-31% -$1.68M 0.14% 116
2016
Q1 		$5.29M Sell
71,074
-37,275
-34% -$2.62M 0.22% 67
2015
Q4 		$8.18M Buy
108,349
+65,827
+155% +$4.68M 0.33% 40
2015
Q3 		$2.82M Sell
42,522
-13,828
-25% -$1.04M 0.11% 184
2015
Q2 		$4.59M Hold
56,350
– – 0.16% 90
2015
Q1 		$4.38M Sell
56,350
-20,150
-26% -$1.66M 0.14% 130
2014
Q4 		$6.73M Hold
76,500
– – 0.21% 51
2014
Q3 		$6.86M Hold
76,500
– – 0.22% 48
2014
Q2 		$7.4M Buy
76,500
+26,500
+53% +$2.16M 0.23% 35
2014
Q1 		$3.52M Buy
+50,000
New +$3.21M 0.11% 162

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Mutual Group Asset Management's EQM Position: Q2 2017 in Review

Liberty Mutual Group Asset Management sold out of EQM Midstream Partners, LP (EQM) in Q2 2017, closing a stake of 56,881 shares — an estimated $4.37M sold.

Liberty Mutual Group Asset Management first reported a position in EQM in Q1 2014 and held it in 13 quarters. The position peaked at $8.18M in Q4 2015. 202 funds tracked by Wall St. Rank hold EQM as of Q2 2017.

  • Liberty Mutual Group Asset Management reported no remaining EQM Midstream Partners, LP position as of Q2 2017 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 56,881 EQM Midstream Partners, LP shares in Q2 2017, an estimated $4.37M.
  • Liberty Mutual Group Asset Management first reported a position in EQM Midstream Partners, LP in Q1 2014 and held it in 13 quarters.
  • Liberty Mutual Group Asset Management's EQM Midstream Partners, LP position peaked at $8.18M in Q4 2015.
  • 202 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2017.

Based on Liberty Mutual Group Asset Management's 13F filing for Q2 2017, filed 11 Aug 2017.