NWAM LLC’s EQM Midstream Partners, LP EQM Stock Holding History

NWAM LLC’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	$845K	Buy	28,244 +10,292	+57%	+$286K	0.15%	152
2019 Q3	$587K	Buy	17,952 +3,059	+21%	+$107K	0.11%	178
2019 Q2	$665K	Buy	14,893 +1,447	+11%	+$65.1K	0.13%	159
2019 Q1	$621K	Buy	13,446 +6,102	+83%	+$267K	0.13%	160
2018 Q4	$318K	Buy	7,344 +2,080	+40%	+$99.2K	0.08%	233
2018 Q3	$278K	Buy	+5,264	New	+$287K	0.06%	269

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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 $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

NWAM LLC's EQM Position: Q4 2019 in Review

NWAM LLC increased its EQM Midstream Partners, LP (EQM) stake by 57% in Q4 2019, buying an estimated $286K and bringing the position to 28,244 shares worth $845K. The position accounts for 0.15% of the portfolio, ranked #152.

NWAM LLC first reported a position in EQM in Q3 2018 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

NWAM LLC held 28,244 shares of EQM Midstream Partners, LP worth $845K as of Q4 2019.
NWAM LLC bought 10,292 EQM Midstream Partners, LP shares in Q4 2019, an estimated $286K.
EQM Midstream Partners, LP made up 0.15% of NWAM LLC's portfolio in Q4 2019, its #152 holding.
NWAM LLC first reported a position in EQM Midstream Partners, LP in Q3 2018 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on NWAM LLC's 13F filing for Q4 2019, filed 23 Jan 2020.