LW
EQM

Linscomb Wealth’s EQM Midstream Partners, LP EQM Stock Holding History

Linscomb Wealth’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
2019
Q3 		– Sell
-6,383
Closed -$285K – 281
2019
Q2 		$285K Sell
6,383
-625
-9% -$28.1K 0.02% 226
2019
Q1 		$324K Buy
7,008
+1,164
+20% +$50.9K 0.03% 218
2018
Q4 		$253K Sell
5,844
-257
-4% -$12.3K 0.02% 224
2018
Q3 		$322K Buy
6,101
+2,198
+56% +$120K 0.03% 222
2018
Q2 		$201K Sell
3,903
-591
-13% -$33.4K 0.02% 266
2018
Q1 		$265K Buy
4,494
+120
+3% +$8.14K 0.02% 228
2017
Q4 		$320K Buy
4,374
+227
+5% +$16.2K 0.03% 213
2017
Q3 		$311K Buy
4,147
+13
+0.3% +$978 0.03% 211
2017
Q2 		$309K Buy
4,134
+12
+0.3% +$897 0.03% 204
2017
Q1 		$317K Buy
+4,122
New +$322K 0.03% 199

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 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's EQM Position: Q3 2019 in Review

Linscomb Wealth sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 6,383 shares — an estimated $285K sold.

Linscomb Wealth first reported a position in EQM in Q1 2017 and held it in 10 quarters. The position peaked at $324K in Q1 2019. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Linscomb Wealth reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Linscomb Wealth sold 6,383 EQM Midstream Partners, LP shares in Q3 2019, an estimated $285K.
  • Linscomb Wealth first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 10 quarters.
  • Linscomb Wealth's EQM Midstream Partners, LP position peaked at $324K in Q1 2019.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Linscomb Wealth's 13F filing for Q3 2019, filed 8 Nov 2019.