MWPCG
EQM

Measured Wealth Private Client Group’s EQM Midstream Partners, LP EQM Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-256
Closed -$13K – 805
2018
Q3 		$13K Buy
+256
New +$14K 0.01% 587

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Measured Wealth Private Client Group's EQM Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 256 shares — an estimated $13K sold.

Measured Wealth Private Client Group first reported a position in EQM in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 256 EQM Midstream Partners, LP shares in Q4 2018, an estimated $13K.
  • Measured Wealth Private Client Group first reported a position in EQM Midstream Partners, LP in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's EQM Midstream Partners, LP position peaked at $13K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.