Mosaic Family Wealth’s EQGP Holdings, LP EQGP Stock Holding History

Mosaic Family Wealth’s Portfolio EQGP Stock Details EQGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-633	Closed	-$18K	–	981
2017 Q3	$18K	Buy	+633	New	+$17.9K	0.01%	494

Other funds holding EQGP

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mosaic Family Wealth's EQGP Position: Q4 2017 in Review

Mosaic Family Wealth sold out of EQGP Holdings, LP (EQGP) in Q4 2017, closing a stake of 633 shares — an estimated $18K sold.

Mosaic Family Wealth first reported a position in EQGP in Q3 2017 and held it in 1 quarter. The position peaked at $18K in Q3 2017. 72 funds tracked by Wall St. Rank hold EQGP as of Q4 2017.

Mosaic Family Wealth reported no remaining EQGP Holdings, LP position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 633 EQGP Holdings, LP shares in Q4 2017, an estimated $18K.
Mosaic Family Wealth first reported a position in EQGP Holdings, LP in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's EQGP Holdings, LP position peaked at $18K in Q3 2017.
72 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.