PCP
EQM

Proficio Capital Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-1,192
Closed -$53K – 1882
2019
Q2 		$53K Hold
1,192
– – 0.02% 358
2019
Q1 		$55K Buy
1,192
+134
+13% +$5.86K 0.02% 317
2018
Q4 		$46K Hold
1,058
– – 0.02% 315
2018
Q3 		$56K Hold
1,058
– – 0.02% 322
2018
Q2 		$55K Buy
1,058
+370
+54% +$20.9K 0.02% 330
2018
Q1 		$41K Buy
+688
New +$46.7K 0.01% 398
2017
Q4 		– Sell
-661
Closed -$50K – 1344
2017
Q3 		$50K Hold
661
– – 0.02% 375
2017
Q2 		$51K Buy
661
+18
+3% +$1.35K 0.02% 376
2017
Q1 		$48K Buy
+643
New +$50.2K 0.02% 395

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Proficio Capital Partners's EQM Position: Q3 2019 in Review

Proficio Capital Partners sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 1,192 shares — an estimated $53K sold.

Proficio Capital Partners first reported a position in EQM in Q1 2017 and held it in 9 quarters. The position peaked at $56K in Q3 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Proficio Capital Partners reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 1,192 EQM Midstream Partners, LP shares in Q3 2019, an estimated $53K.
  • Proficio Capital Partners first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 9 quarters.
  • Proficio Capital Partners's EQM Midstream Partners, LP position peaked at $56K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.