Luther King Capital Management (LKCM)
EQM

Luther King Capital Management (LKCM)’s EQM Midstream Partners, LP EQM Stock Holding History

Luther King Capital Management (LKCM)’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
Q1 		– Sell
-6,800
Closed -$203K – 549
2019
Q4 		$203K Hold
6,800
– – ﹤0.01% 540
2019
Q3 		$222K Sell
6,800
-2,000
-23% -$70.3K ﹤0.01% 509
2019
Q2 		$393K Hold
8,800
– – ﹤0.01% 427
2019
Q1 		$406K Hold
8,800
– – ﹤0.01% 429
2018
Q4 		$381K Hold
8,800
– – ﹤0.01% 428
2018
Q3 		$464K Hold
8,800
– – ﹤0.01% 430
2018
Q2 		$454K Hold
8,800
– – ﹤0.01% 422
2018
Q1 		$519K Hold
8,800
– – ﹤0.01% 416
2017
Q4 		$643K Hold
8,800
– – 0.01% 397
2017
Q3 		$660K Hold
8,800
– – 0.01% 386
2017
Q2 		$657K Sell
8,800
-300
-3% -$22.4K 0.01% 381
2017
Q1 		$700K Sell
9,100
-900
-9% -$70.3K 0.01% 380
2016
Q4 		$767K Sell
10,000
-400
-4% -$29.6K 0.01% 372
2016
Q3 		$792K Hold
10,400
– – 0.01% 364
2016
Q2 		$835K Hold
10,400
– – 0.01% 364
2016
Q1 		$774K Hold
10,400
– – 0.01% 365
2015
Q4 		$785K Buy
10,400
+50
+0.5% +$3.55K 0.01% 376
2015
Q3 		$687K Buy
10,350
+100
+1% +$7.55K 0.01% 387
2015
Q2 		$836K Buy
10,250
+150
+1% +$12.5K 0.01% 384
2015
Q1 		$784K Hold
10,100
– – 0.01% 386
2014
Q4 		$889K Buy
10,100
+1,035
+11% +$89.3K 0.01% 381
2014
Q3 		$812K Sell
9,065
-3,135
-26% -$288K 0.01% 404
2014
Q2 		$1.18M Buy
12,200
+2,700
+28% +$220K 0.01% 360
2014
Q1 		$668K Sell
9,500
-1,400
-13% -$89.8K 0.01% 415
2013
Q4 		$641K Sell
10,900
-5,100
-32% -$271K 0.01% 425
2013
Q3 		$788K Buy
16,000
+585
+4% +$27.5K 0.01% 465
2013
Q2 		$753K Buy
+15,415
New +$696K 0.01% 466

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EQM Position: Q1 2020 in Review

Luther King Capital Management (LKCM) sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 6,800 shares — an estimated $203K sold.

Luther King Capital Management (LKCM) first reported a position in EQM in Q2 2013 and held it in 27 quarters. The position peaked at $1.18M in Q2 2014. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Luther King Capital Management (LKCM) reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 6,800 EQM Midstream Partners, LP shares in Q1 2020, an estimated $203K.
  • Luther King Capital Management (LKCM) first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 27 quarters.
  • Luther King Capital Management (LKCM)'s EQM Midstream Partners, LP position peaked at $1.18M in Q2 2014.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2020, filed 13 May 2020.