NFG
EQM

Next Financial Group’s EQM Midstream Partners, LP EQM Stock Holding History

Next Financial Group’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 		– Sell
-101
Closed -$7K – 1917
2015
Q4 		$7K Hold
101
– – ﹤0.01% 1314
2015
Q3 		$6K Hold
101
– – ﹤0.01% 1392
2015
Q2 		$8K Sell
101
-37
-27% -$3.08K ﹤0.01% 1351
2015
Q1 		$10K Hold
138
– – ﹤0.01% 1257
2014
Q4 		$12K Hold
138
– – ﹤0.01% 1186
2014
Q3 		$12K Hold
138
– – ﹤0.01% 1689
2014
Q2 		$12K Buy
+138
New +$11.2K 0.01% 744

Other funds holding EQM

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
OppenheimerFunds
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Next Financial Group's EQM Position: Q1 2016 in Review

Next Financial Group sold out of EQM Midstream Partners, LP (EQM) in Q1 2016, closing a stake of 101 shares — an estimated $7K sold.

Next Financial Group first reported a position in EQM in Q2 2014 and held it in 7 quarters. The position peaked at $12K in Q4 2014. 170 funds tracked by Wall St. Rank hold EQM as of Q1 2016.

  • Next Financial Group reported no remaining EQM Midstream Partners, LP position as of Q1 2016 after selling out during the quarter.
  • Next Financial Group sold 101 EQM Midstream Partners, LP shares in Q1 2016, an estimated $7K.
  • Next Financial Group first reported a position in EQM Midstream Partners, LP in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's EQM Midstream Partners, LP position peaked at $12K in Q4 2014.
  • 170 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.