OIA
EQM

Optimum Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-1,026
Closed -$46K – 1044
2019
Q2 		$46K Buy
1,026
+26
+3% +$1.17K 0.01% 523
2019
Q1 		$46K Buy
+1,000
New +$43.7K 0.02% 524

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's EQM Position: Q3 2019 in Review

Optimum Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 1,026 shares — an estimated $46K sold.

Optimum Investment Advisors first reported a position in EQM in Q1 2019 and held it in 2 quarters. The position peaked at $46K in Q2 2019. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Optimum Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,026 EQM Midstream Partners, LP shares in Q3 2019, an estimated $46K.
  • Optimum Investment Advisors first reported a position in EQM Midstream Partners, LP in Q1 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's EQM Midstream Partners, LP position peaked at $46K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.