LA
EQGP

LVW Advisors’s EQGP Holdings, LP EQGP Stock Holding History

LVW Advisors’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,925
Closed -$281K – 123
2017
Q2 		$299K Buy
+9,925
New +$267K 0.11% 95
2017
Q1 		– Hold
0
– – – 102
2016
Q4 		– Hold
0
– – – 123
2016
Q3 		– Hold
0
– – – 119
2016
Q2 		– Hold
0
– – – 123
2016
Q1 		– Hold
0
– – – 141

Other funds holding EQGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

LVW Advisors's EQGP Position: Q3 2017 in Review

LVW Advisors sold out of EQGP Holdings, LP (EQGP) in Q3 2017, closing a stake of 9,925 shares — an estimated $281K sold.

LVW Advisors first reported a position in EQGP in Q2 2017 and held it in 1 quarter. The position peaked at $299K in Q2 2017. 66 funds tracked by Wall St. Rank hold EQGP as of Q3 2017.

  • LVW Advisors reported no remaining EQGP Holdings, LP position as of Q3 2017 after selling out during the quarter.
  • LVW Advisors sold 9,925 EQGP Holdings, LP shares in Q3 2017, an estimated $281K.
  • LVW Advisors first reported a position in EQGP Holdings, LP in Q2 2017 and held it in 1 quarter.
  • LVW Advisors's EQGP Holdings, LP position peaked at $299K in Q2 2017.
  • 66 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q3 2017.

Based on LVW Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.