Nelson Capital Management’s EQM Midstream Partners, LP EQM Stock Holding History

Nelson Capital Management’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 Q3	–	Sell	-200	Closed	-$16K	–	280
2016 Q2	$16K	Hold	200	–	–	0.01%	193
2016 Q1	$15K	Hold	200	–	–	0.01%	183
2015 Q4	$15K	Hold	200	–	–	0.01%	181
2015 Q3	$13K	Hold	200	–	–	0.01%	185
2015 Q2	$16K	Hold	200	–	–	0.01%	192
2015 Q1	$16K	Hold	200	–	–	0.01%	188
2014 Q4	$18K	Hold	200	–	–	0.01%	194
2014 Q3	$18K	Hold	200	–	–	0.01%	201
2014 Q2	$19K	Hold	200	–	–	0.01%	202
2014 Q1	$14K	Hold	200	–	–	0.01%	180
2013 Q4	$12K	Buy	+200	New	+$10.6K	0.01%	174

Other funds holding EQM

TCA

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KACA

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Nelson Capital Management's EQM Position: Q3 2016 in Review

Nelson Capital Management sold out of EQM Midstream Partners, LP (EQM) in Q3 2016, closing a stake of 200 shares — an estimated $16K sold.

Nelson Capital Management first reported a position in EQM in Q4 2013 and held it in 11 quarters. The position peaked at $19K in Q2 2014. 185 funds tracked by Wall St. Rank hold EQM as of Q3 2016.

Nelson Capital Management reported no remaining EQM Midstream Partners, LP position as of Q3 2016 after selling out during the quarter.
Nelson Capital Management sold 200 EQM Midstream Partners, LP shares in Q3 2016, an estimated $16K.
Nelson Capital Management first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 11 quarters.
Nelson Capital Management's EQM Midstream Partners, LP position peaked at $19K in Q2 2014.
185 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2016.

Based on Nelson Capital Management's 13F filing for Q3 2016, filed 27 Oct 2016.