Marshall Wace’s EQM Midstream Partners, LP EQM Stock Holding History

Marshall Wace’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	-27,816	Closed	-$832K	–	2271
2019 Q4	$832K	Buy	+27,816	New	+$774K	0.01%	1027
2019 Q1	–	Sell	-17,891	Closed	-$774K	–	2210
2018 Q4	$774K	Buy	+17,891	New	+$853K	0.01%	982
2016 Q4	–	Sell	-37,488	Closed	-$2.86M	–	1189
2016 Q3	$2.86M	Buy	37,488 +25,565	+214%	+$1.99M	0.02%	520
2016 Q2	$957K	Buy	11,923 +2,681	+29%	+$202K	0.01%	719
2016 Q1	$688K	Buy	+9,242	New	+$649K	0.01%	791
2015 Q4	–	Sell	-28,673	Closed	-$1.9M	–	1190
2015 Q3	$1.9M	Sell	28,673 -138,876	-83%	-$10.5M	0.02%	469
2015 Q2	$13.7M	Buy	167,549 +81,765	+95%	+$6.81M	0.18%	139
2015 Q1	$6.66M	Buy	+85,784	New	+$7.05M	0.09%	260

Other funds holding EQM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Marshall Wace's EQM Position: Q1 2020 in Review

Marshall Wace sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 27,816 shares — an estimated $832K sold.

Marshall Wace first reported a position in EQM in Q1 2015 and held it in 8 quarters. The position peaked at $13.7M in Q2 2015. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

Marshall Wace reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
Marshall Wace sold 27,816 EQM Midstream Partners, LP shares in Q1 2020, an estimated $832K.
Marshall Wace first reported a position in EQM Midstream Partners, LP in Q1 2015 and held it in 8 quarters.
Marshall Wace's EQM Midstream Partners, LP position peaked at $13.7M in Q2 2015.
122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Marshall Wace's 13F filing for Q1 2020, filed 15 May 2020.