MFS
EQM

MSI Financial Services’s EQM Midstream Partners, LP EQM Stock Holding History

MSI Financial Services’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
2016
Q4 		$3K Buy
+35
New +$2.59K ﹤0.01% 3412
2016
Q2 		– Sell
-133
Closed -$10K – 4172
2016
Q1 		$10K Buy
+133
New +$9.35K ﹤0.01% 2783

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 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's EQM Position: Q4 2016 in Review

MSI Financial Services opened a new position in EQM Midstream Partners, LP (EQM) in Q4 2016: 35 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #3412 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in EQM as recently as Q1 2016.

MSI Financial Services first reported a position in EQM in Q1 2016 and has held it in 2 quarters since. The position peaked at $10K in Q1 2016. 187 funds tracked by Wall St. Rank hold EQM as of Q4 2016.

  • MSI Financial Services held 35 shares of EQM Midstream Partners, LP worth $3K as of Q4 2016.
  • EQM Midstream Partners, LP was a new MSI Financial Services position in Q4 2016.
  • EQM Midstream Partners, LP made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3412 holding.
  • MSI Financial Services first reported a position in EQM Midstream Partners, LP in Q1 2016 and has held it in 2 quarters since.
  • MSI Financial Services's EQM Midstream Partners, LP position peaked at $10K in Q1 2016.
  • 187 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.