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

LPL 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
2019 Q3	–	Sell	-5,438	Closed	-$243K	–	3410
2019 Q2	$243K	Sell	5,438 -12	-0.2%	-$540	﹤0.01%	2878
2019 Q1	$252K	Sell	5,450 -1,828	-25%	-$79.9K	﹤0.01%	2775
2018 Q4	$315K	Buy	+7,278	New	+$347K	﹤0.01%	2426
2018 Q1	–	Sell	-4,195	Closed	-$307K	–	3282
2017 Q4	$307K	Buy	+4,195	New	+$300K	﹤0.01%	2476

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's EQM Position: Q3 2019 in Review

LPL Financial sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 5,438 shares — an estimated $243K sold.

LPL Financial first reported a position in EQM in Q4 2017 and held it in 4 quarters. The position peaked at $315K in Q4 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

LPL Financial reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
LPL Financial sold 5,438 EQM Midstream Partners, LP shares in Q3 2019, an estimated $243K.
LPL Financial first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 4 quarters.
LPL Financial's EQM Midstream Partners, LP position peaked at $315K in Q4 2018.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.