Oppenheimer Asset Management’s EQM Midstream Partners, LP EQM Stock Holding History

Oppenheimer Asset 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	-1,246	Closed	-$41K	–	1649
2019 Q3	$41K	Sell	1,246 -5,632	-82%	-$198K	﹤0.01%	1376
2019 Q2	$307K	Sell	6,878 -383	-5%	-$17.2K	0.01%	949
2019 Q1	$335K	Buy	7,261 +4,783	+193%	+$209K	0.01%	909
2018 Q4	$107K	Sell	2,478 -9,449	-79%	-$450K	﹤0.01%	1173
2018 Q3	$630K	Buy	11,927 +5,292	+80%	+$289K	0.01%	743
2018 Q2	$343K	Sell	6,635 -96	-1%	-$5.43K	0.01%	894
2018 Q1	$397K	Buy	6,731 +10	+0.1%	+$679	0.01%	842
2017 Q4	$504K	Hold	6,721	–	–	0.01%	787
2017 Q3	$504K	Buy	6,721 +842	+14%	+$63.3K	0.01%	791
2017 Q2	$439K	Sell	5,879 -292	-5%	-$21.8K	0.01%	819
2017 Q1	$474K	Buy	+6,171	New	+$482K	0.01%	800

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 21.71% 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

Oppenheimer Asset Management's EQM Position: Q4 2019 in Review

Oppenheimer Asset Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 1,246 shares — an estimated $41K sold.

Oppenheimer Asset Management first reported a position in EQM in Q1 2017 and held it in 11 quarters. The position peaked at $630K in Q3 2018. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

Oppenheimer Asset Management reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
Oppenheimer Asset Management sold 1,246 EQM Midstream Partners, LP shares in Q4 2019, an estimated $41K.
Oppenheimer Asset Management first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 11 quarters.
Oppenheimer Asset Management's EQM Midstream Partners, LP position peaked at $630K in Q3 2018.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Oppenheimer Asset Management's 13F filing for Q4 2019, filed 7 Feb 2020.