PCM
EQM

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

Prelude 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
2015
Q4 		– Sell
-1,500
Closed -$99K – 1788
2015
Q3 		$99K Sell
1,500
-800
-35% -$60.4K 0.01% 844
2015
Q2 		$188K Buy
2,300
+500
+28% +$41.6K 0.03% 628
2015
Q1 		$140K Buy
+1,800
New +$148K 0.02% 855

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prelude Capital Management's EQM Position: Q4 2015 in Review

Prelude Capital Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2015, closing a stake of 1,500 shares — an estimated $99K sold.

Prelude Capital Management first reported a position in EQM in Q1 2015 and held it in 3 quarters. The position peaked at $188K in Q2 2015. 164 funds tracked by Wall St. Rank hold EQM as of Q4 2015.

  • Prelude Capital Management reported no remaining EQM Midstream Partners, LP position as of Q4 2015 after selling out during the quarter.
  • Prelude Capital Management sold 1,500 EQM Midstream Partners, LP shares in Q4 2015, an estimated $99K.
  • Prelude Capital Management first reported a position in EQM Midstream Partners, LP in Q1 2015 and held it in 3 quarters.
  • Prelude Capital Management's EQM Midstream Partners, LP position peaked at $188K in Q2 2015.
  • 164 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2015.

Based on Prelude Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.