PFO
EQM

Pathstone Family Office’s EQM Midstream Partners, LP EQM Stock Holding History

Pathstone Family Office’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
-398
Closed -$13K – 671
2019
Q3 		$13K Buy
+398
New +$14K ﹤0.01% 453
2014
Q4 		– Sell
-89
Closed -$8K – 290
2014
Q3 		$8K Buy
+89
New +$8.19K 0.02% 240

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pathstone Family Office's EQM Position: Q4 2019 in Review

Pathstone Family Office sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 398 shares — an estimated $13K sold.

Pathstone Family Office first reported a position in EQM in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Pathstone Family Office reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • Pathstone Family Office sold 398 EQM Midstream Partners, LP shares in Q4 2019, an estimated $13K.
  • Pathstone Family Office first reported a position in EQM Midstream Partners, LP in Q3 2014 and held it in 2 quarters.
  • Pathstone Family Office's EQM Midstream Partners, LP position peaked at $13K in Q3 2019.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Pathstone Family Office's 13F filing for Q4 2019, filed 14 Feb 2020.