PCG
EQM

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

Private Capital 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
2019
Q4 		– Sell
-101
Closed -$3K – 2286
2019
Q3 		$3K Buy
101
+10
+11% +$351 ﹤0.01% 1851
2019
Q2 		$5K Sell
91
-10
-10% -$450 ﹤0.01% 1658
2019
Q1 		$5K Sell
101
-73
-42% -$3.19K ﹤0.01% 1705
2018
Q4 		$8K Sell
174
-18
-9% -$858 ﹤0.01% 1489
2018
Q3 		$10K Buy
192
+101
+111% +$5.51K ﹤0.01% 1473
2018
Q2 		$4K Sell
91
-25
-22% -$1.41K ﹤0.01% 1745
2018
Q1 		$7K Sell
116
-389
-77% -$26.4K ﹤0.01% 1518
2017
Q4 		$8 Buy
+505
New +$36.1K ﹤0.01% 1485

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

Private Capital Group's EQM Position: Q4 2019 in Review

Private Capital Group sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 101 shares — an estimated $3K sold.

Private Capital Group first reported a position in EQM in Q4 2017 and held it in 8 quarters. The position peaked at $10K in Q3 2018. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Private Capital Group reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 101 EQM Midstream Partners, LP shares in Q4 2019, an estimated $3K.
  • Private Capital Group first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 8 quarters.
  • Private Capital Group's EQM Midstream Partners, LP position peaked at $10K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.