NIMC
EQM

NWQ Investment Management Company’s EQM Midstream Partners, LP EQM Stock Holding History

NWQ Investment Management Company’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
2020
Q1 		– Sell
-106,555
Closed -$3.19M – 181
2019
Q4 		$3.19M Buy
+106,555
New +$2.96M 0.08% 140
2019
Q3 		– Sell
-22,175
Closed -$991K – 162
2019
Q2 		$991K Buy
22,175
+17,250
+350% +$776K 0.02% 136
2019
Q1 		$227K Sell
4,925
-2,610
-35% -$114K ﹤0.01% 142
2018
Q4 		$326K Buy
+7,535
New +$359K 0.01% 148

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NWQ Investment Management Company's EQM Position: Q1 2020 in Review

NWQ Investment Management Company sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 106,555 shares — an estimated $3.19M sold.

NWQ Investment Management Company first reported a position in EQM in Q4 2018 and held it in 4 quarters. The position peaked at $3.19M in Q4 2019. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • NWQ Investment Management Company reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 106,555 EQM Midstream Partners, LP shares in Q1 2020, an estimated $3.19M.
  • NWQ Investment Management Company first reported a position in EQM Midstream Partners, LP in Q4 2018 and held it in 4 quarters.
  • NWQ Investment Management Company's EQM Midstream Partners, LP position peaked at $3.19M in Q4 2019.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on NWQ Investment Management Company's 13F filing for Q1 2020, filed 14 May 2020.