PFBT
EQM

Parkside Financial Bank & Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Parkside Financial Bank & Trust’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
-9,942
Closed -$444K – 1704
2019
Q2 		$444K Sell
9,942
-1,148
-10% -$51.7K 0.14% 106
2019
Q1 		$512K Buy
11,090
+6,585
+146% +$288K 0.17% 92
2018
Q4 		$195K Sell
4,505
-300
-6% -$14.3K 0.07% 168
2018
Q3 		$253K Sell
4,805
-9,665
-67% -$527K 0.09% 161
2018
Q2 		$747K Sell
14,470
-466
-3% -$26.4K 0.28% 62
2018
Q1 		$882K Buy
14,936
+341
+2% +$23.1K 0.33% 53
2017
Q4 		$1.07M Buy
14,595
+155
+1% +$11.1K 0.39% 46
2017
Q3 		$1.08M Buy
14,440
+200
+1% +$15K 0.42% 44
2017
Q2 		$1.06M Sell
14,240
-60
-0.4% -$4.49K 0.44% 44
2017
Q1 		$1.1M Buy
14,300
+955
+7% +$74.6K 0.47% 44
2016
Q4 		$1.02M Buy
13,345
+165
+1% +$12.2K 0.45% 49
2016
Q3 		$1M Buy
13,180
+575
+5% +$44.8K 0.46% 47
2016
Q2 		$1.01M Sell
12,605
-405
-3% -$30.5K 0.49% 42
2016
Q1 		$968K Buy
13,010
+3,905
+43% +$274K 0.49% 39
2015
Q4 		$687K Buy
9,105
+465
+5% +$33K 0.34% 58
2015
Q3 		$574K Buy
+8,640
New +$653K 0.33% 62

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 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
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 $315B AUM 27.84% 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

Parkside Financial Bank & Trust's EQM Position: Q3 2019 in Review

Parkside Financial Bank & Trust sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 9,942 shares — an estimated $444K sold.

Parkside Financial Bank & Trust first reported a position in EQM in Q3 2015 and held it in 16 quarters. The position peaked at $1.1M in Q1 2017. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Parkside Financial Bank & Trust reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 9,942 EQM Midstream Partners, LP shares in Q3 2019, an estimated $444K.
  • Parkside Financial Bank & Trust first reported a position in EQM Midstream Partners, LP in Q3 2015 and held it in 16 quarters.
  • Parkside Financial Bank & Trust's EQM Midstream Partners, LP position peaked at $1.1M in Q1 2017.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2019, filed 5 Nov 2019.