Mendel Money Management’s EQM Midstream Partners, LP EQM Stock Holding History

Mendel Money Management’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
2019 Q4	$201K	Sell	6,705 -6,855	-51%	-$191K	0.17%	53
2019 Q3	$443K	Sell	13,560 -10,074	-43%	-$354K	0.41%	37
2019 Q2	$1.06M	Buy	+23,634	New	+$1.06M	1.01%	28
2018 Q3	$2.06M	Buy	+39,040	New	+$2.13M	2%	23
2017 Q4	$3.28M	Buy	+44,850	New	+$3.21M	3.15%	16

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mendel Money Management's EQM Position: Q4 2019 in Review

Mendel Money Management reduced its EQM Midstream Partners, LP (EQM) stake by 51% in Q4 2019, selling an estimated $191K and leaving 6,705 shares worth $201K. The position accounts for 0.17% of the portfolio, ranked #53.

Mendel Money Management first reported a position in EQM in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.28M in Q4 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

Mendel Money Management held 6,705 shares of EQM Midstream Partners, LP worth $201K as of Q4 2019.
Mendel Money Management sold 6,855 EQM Midstream Partners, LP shares in Q4 2019, an estimated $191K.
EQM Midstream Partners, LP made up 0.17% of Mendel Money Management's portfolio in Q4 2019, its #53 holding.
Mendel Money Management first reported a position in EQM Midstream Partners, LP in Q4 2017 and has held it in 5 quarters since.
Mendel Money Management's EQM Midstream Partners, LP position peaked at $3.28M in Q4 2017.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Mendel Money Management's 13F filing for Q4 2019, filed 13 Feb 2020.