PAS
EQM

Partnervest Advisory Services’s EQM Midstream Partners, LP EQM Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-60
Closed -$6K – 875
2014
Q2 		$6K Sell
60
-10
-14% -$814 ﹤0.01% 804
2014
Q1 		$5K Sell
70
-20
-22% -$1.28K ﹤0.01% 817
2013
Q4 		$5K Hold
90
– – ﹤0.01% 786
2013
Q3 		$4K Sell
90
-10
-10% -$470 ﹤0.01% 857
2013
Q2 		$5K Buy
+100
New +$4.51K ﹤0.01% 749

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Partnervest Advisory Services's EQM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of EQM Midstream Partners, LP (EQM) in Q3 2014, closing a stake of 60 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in EQM in Q2 2013 and held it in 5 quarters. The position peaked at $6K in Q2 2014. 137 funds tracked by Wall St. Rank hold EQM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining EQM Midstream Partners, LP position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 60 EQM Midstream Partners, LP shares in Q3 2014, an estimated $6K.
  • Partnervest Advisory Services first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's EQM Midstream Partners, LP position peaked at $6K in Q2 2014.
  • 137 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.