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EQM

NewEdge Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

NewEdge 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
Q3 		– Sell
-6,159
Closed -$314 – 694
2018
Q2 		$314 Sell
6,159
-49
-0.8% -$2.77K 0.03% 399
2018
Q1 		$361K Buy
+6,208
New +$421K 0.04% 318
2017
Q3 		– Sell
-2,447
Closed -$183K – 1263
2017
Q2 		$183K Buy
+2,447
New +$183K 0.03% 332

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

NewEdge Advisors's EQM Position: Q3 2018 in Review

NewEdge Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2018, closing a stake of 6,159 shares — an estimated $314 sold.

NewEdge Advisors first reported a position in EQM in Q2 2017 and held it in 3 quarters. The position peaked at $361K in Q1 2018. 196 funds tracked by Wall St. Rank hold EQM as of Q3 2018.

  • NewEdge Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2018 after selling out during the quarter.
  • NewEdge Advisors sold 6,159 EQM Midstream Partners, LP shares in Q3 2018, an estimated $314.
  • NewEdge Advisors first reported a position in EQM Midstream Partners, LP in Q2 2017 and held it in 3 quarters.
  • NewEdge Advisors's EQM Midstream Partners, LP position peaked at $361K in Q1 2018.
  • 196 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2018.

Based on NewEdge Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.