MGIA
EQM

Moneta Group Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-685
Closed -$45K – 471
2015
Q3 		$45K Buy
+685
New +$51.8K 0.01% 243

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Moneta Group Investment Advisors's EQM Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2015, closing a stake of 685 shares — an estimated $45K sold.

Moneta Group Investment Advisors first reported a position in EQM in Q3 2015 and held it in 1 quarter. The position peaked at $45K in Q3 2015. 164 funds tracked by Wall St. Rank hold EQM as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 685 EQM Midstream Partners, LP shares in Q4 2015, an estimated $45K.
  • Moneta Group Investment Advisors first reported a position in EQM Midstream Partners, LP in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's EQM Midstream Partners, LP position peaked at $45K in Q3 2015.
  • 164 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.