Northwestern Mutual Wealth Management’s EQM Midstream Partners, LP EQM Stock Holding History

Northwestern Mutual Wealth 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
2019 Q4	–	Sell	-221	Closed	-$7K	–	2735
2019 Q3	$7K	Sell	221 -213	-49%	-$7.48K	﹤0.01%	2018
2019 Q2	$19K	Buy	434 +6	+1%	+$270	﹤0.01%	1754
2019 Q1	$20K	Buy	428 +225	+111%	+$9.84K	﹤0.01%	1728
2018 Q4	$9K	Sell	203 -91	-31%	-$4.34K	﹤0.01%	1883
2018 Q3	$16K	Buy	294 +4	+1%	+$218	﹤0.01%	1767
2018 Q2	$15K	Buy	290 +4	+1%	+$226	﹤0.01%	1707
2018 Q1	$17K	Buy	286 +3	+1%	+$204	﹤0.01%	1599
2017 Q4	$21K	Buy	283 +2	+0.7%	+$143	﹤0.01%	1490
2017 Q3	$21K	Buy	281 +2	+0.7%	+$150	﹤0.01%	1457
2017 Q2	$21K	Buy	279 +3	+1%	+$224	﹤0.01%	1382
2017 Q1	$21K	Buy	276 +97	+54%	+$7.58K	﹤0.01%	1322
2016 Q4	$14K	Buy	+179	New	+$13.3K	﹤0.01%	1505
2014 Q3	–	Sell	-211	Closed	-$20K	–	1492
2014 Q2	$20K	Buy	+211	New	+$17.2K	﹤0.01%	771

Other funds holding EQM

TCA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

HFA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Northwestern Mutual Wealth Management's EQM Position: Q4 2019 in Review

Northwestern Mutual Wealth Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 221 shares — an estimated $7K sold.

Northwestern Mutual Wealth Management first reported a position in EQM in Q2 2014 and held it in 13 quarters. The position peaked at $21K in Q4 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

Northwestern Mutual Wealth Management reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 221 EQM Midstream Partners, LP shares in Q4 2019, an estimated $7K.
Northwestern Mutual Wealth Management first reported a position in EQM Midstream Partners, LP in Q2 2014 and held it in 13 quarters.
Northwestern Mutual Wealth Management's EQM Midstream Partners, LP position peaked at $21K in Q4 2017.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.