NPIT
EQM

National Penn Investors Trust’s EQM Midstream Partners, LP EQM Stock Holding History

National Penn Investors Trust’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
Q1 		$558K Buy
7,500
+2,500
+50% +$176K 0.07% 133
2015
Q4 		$377K Hold
5,000
– – 0.04% 155
2015
Q3 		$332K Hold
5,000
– – 0.04% 161
2015
Q2 		$408K Buy
+5,000
New +$416K 0.04% 158

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 17.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Penn Investors Trust's EQM Position: Q1 2016 in Review

National Penn Investors Trust increased its EQM Midstream Partners, LP (EQM) stake by 50% in Q1 2016, buying an estimated $176K and bringing the position to 7,500 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #133.

National Penn Investors Trust first reported a position in EQM in Q2 2015 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold EQM as of Q1 2016.

  • National Penn Investors Trust held 7,500 shares of EQM Midstream Partners, LP worth $558K as of Q1 2016.
  • National Penn Investors Trust bought 2,500 EQM Midstream Partners, LP shares in Q1 2016, an estimated $176K.
  • EQM Midstream Partners, LP made up 0.07% of National Penn Investors Trust's portfolio in Q1 2016, its #133 holding.
  • National Penn Investors Trust first reported a position in EQM Midstream Partners, LP in Q2 2015 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.