Pointe Capital Management’s EQM Midstream Partners, LP EQM Stock Holding History

Pointe Capital Management’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	-12,786	Closed	-$418K	–	140
2019 Q3	$418K	Sell	12,786 -1,051	-8%	-$36.9K	0.35%	87
2019 Q2	$618K	Sell	13,837 -1,724	-11%	-$77.6K	0.51%	58
2019 Q1	$718K	Sell	15,561 -270	-2%	-$11.8K	0.6%	47
2018 Q4	$685K	Sell	15,831 -5,763	-27%	-$275K	0.67%	45
2018 Q3	$1.14M	Buy	21,594 +8,785	+69%	+$479K	0.9%	27
2018 Q2	$661K	Sell	12,809 -657	-5%	-$37.2K	0.57%	51
2018 Q1	$795K	Sell	13,466 -2,494	-16%	-$169K	0.69%	36
2017 Q4	$1.17M	Sell	15,960 -4,726	-23%	-$338K	0.93%	28
2017 Q3	$1.55M	Sell	20,686 -409	-2%	-$30.8K	1.14%	22
2017 Q2	$1.57M	Buy	21,095 +109	+0.5%	+$8.15K	1.13%	21
2017 Q1	$1.61M	Buy	+20,986	New	+$1.64M	1.23%	22
2016 Q4	–	Sell	-17,734	Closed	-$1.35M	–	243
2016 Q3	$1.35M	Buy	17,734 +254	+1%	+$19.8K	0.98%	27
2016 Q2	$1.4M	Sell	17,480 -3,487	-17%	-$263K	1.02%	24
2016 Q1	$1.56M	Buy	20,967 +5,138	+32%	+$361K	1.23%	17
2015 Q4	$1.19M	Buy	+15,829	New	+$1.12M	0.87%	29

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pointe Capital Management's EQM Position: Q4 2019 in Review

Pointe Capital Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 12,786 shares — an estimated $418K sold.

Pointe Capital Management first reported a position in EQM in Q4 2015 and held it in 15 quarters. The position peaked at $1.61M in Q1 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

Pointe Capital Management reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
Pointe Capital Management sold 12,786 EQM Midstream Partners, LP shares in Q4 2019, an estimated $418K.
Pointe Capital Management first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 15 quarters.
Pointe Capital Management's EQM Midstream Partners, LP position peaked at $1.61M in Q1 2017.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Pointe Capital Management's 13F filing for Q4 2019, filed 4 Feb 2020.