PMFA
EQM

Plante Moran Financial Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Plante Moran Financial 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
2016
Q2 		– Sell
-77
Closed -$6K – 963
2016
Q1 		$6K Sell
77
-948
-92% -$66.6K ﹤0.01% 568
2015
Q4 		$77K Buy
+1,025
New +$72.8K 0.06% 222

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Plante Moran Financial Advisors's EQM Position: Q2 2016 in Review

Plante Moran Financial Advisors sold out of EQM Midstream Partners, LP (EQM) in Q2 2016, closing a stake of 77 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in EQM in Q4 2015 and held it in 2 quarters. The position peaked at $77K in Q4 2015. 184 funds tracked by Wall St. Rank hold EQM as of Q2 2016.

  • Plante Moran Financial Advisors reported no remaining EQM Midstream Partners, LP position as of Q2 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 77 EQM Midstream Partners, LP shares in Q2 2016, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's EQM Midstream Partners, LP position peaked at $77K in Q4 2015.
  • 184 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.