MYIA
EQM

Mount Yale Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Mount Yale 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
2018
Q2 		– Sell
-980
Closed -$58K – 1029
2018
Q1 		$58K Buy
+980
New +$66.5K 0.01% 593

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 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's EQM Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q2 2018, closing a stake of 980 shares — an estimated $58K sold.

Mount Yale Investment Advisors first reported a position in EQM in Q1 2018 and held it in 1 quarter. The position peaked at $58K in Q1 2018. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 980 EQM Midstream Partners, LP shares in Q2 2018, an estimated $58K.
  • Mount Yale Investment Advisors first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's EQM Midstream Partners, LP position peaked at $58K in Q1 2018.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.