PAG
EQM

Private Advisor Group’s EQM Midstream Partners, LP EQM Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-4,148
Closed -$313K – 1160
2015
Q4 		$313K Buy
4,148
+102
+3% +$7.25K 0.02% 772
2015
Q3 		$268K Buy
4,046
+190
+5% +$14.4K 0.01% 775
2015
Q2 		$314K Hold
3,856
– – 0.01% 770
2015
Q1 		$299K Hold
3,856
– – 0.02% 739
2014
Q4 		$339K Hold
3,856
– – 0.02% 662
2014
Q3 		$346K Buy
3,856
+357
+10% +$32.8K 0.02% 642
2014
Q2 		$338K Sell
3,499
-1,063
-23% -$86.5K 0.03% 617
2014
Q1 		$321K Sell
4,562
-5,589
-55% -$359K 0.03% 541
2013
Q4 		$597K Buy
+10,151
New +$539K 0.07% 350

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 21.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisor Group's EQM Position: Q1 2016 in Review

Private Advisor Group sold out of EQM Midstream Partners, LP (EQM) in Q1 2016, closing a stake of 4,148 shares — an estimated $313K sold.

Private Advisor Group first reported a position in EQM in Q4 2013 and held it in 9 quarters. The position peaked at $597K in Q4 2013. 170 funds tracked by Wall St. Rank hold EQM as of Q1 2016.

  • Private Advisor Group reported no remaining EQM Midstream Partners, LP position as of Q1 2016 after selling out during the quarter.
  • Private Advisor Group sold 4,148 EQM Midstream Partners, LP shares in Q1 2016, an estimated $313K.
  • Private Advisor Group first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 9 quarters.
  • Private Advisor Group's EQM Midstream Partners, LP position peaked at $597K in Q4 2013.
  • 170 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2016.

Based on Private Advisor Group's 13F filing for Q1 2016, filed 13 May 2016.