LA
EQM

LVW Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

LVW Advisors’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
Q3 		– Sell
-3,250
Closed -$244K – 122
2017
Q2 		$243K Buy
+3,250
New +$243K 0.09% 114
2017
Q1 		– Hold
0
– – – 105
2016
Q4 		– Hold
0
– – – 120
2016
Q3 		– Hold
0
– – – 111
2016
Q2 		– Hold
0
– – – 88
2016
Q1 		– Hold
0
– – – 95
2015
Q4 		– Hold
0
– – – 95

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
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LVW Advisors's EQM Position: Q3 2017 in Review

LVW Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2017, closing a stake of 3,250 shares — an estimated $244K sold.

LVW Advisors first reported a position in EQM in Q2 2017 and held it in 1 quarter. The position peaked at $243K in Q2 2017. 199 funds tracked by Wall St. Rank hold EQM as of Q3 2017.

  • LVW Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2017 after selling out during the quarter.
  • LVW Advisors sold 3,250 EQM Midstream Partners, LP shares in Q3 2017, an estimated $244K.
  • LVW Advisors first reported a position in EQM Midstream Partners, LP in Q2 2017 and held it in 1 quarter.
  • LVW Advisors's EQM Midstream Partners, LP position peaked at $243K in Q2 2017.
  • 199 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2017.

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