PI
EQM

Putnam Investments’s EQM Midstream Partners, LP EQM Stock Holding History

Putnam Investments’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
2018
Q4 		– Sell
-28,050
Closed -$1.48M – 1160
2018
Q3 		$1.48M Buy
28,050
+1,850
+7% +$101K ﹤0.01% 799
2018
Q2 		$1.35M Buy
+26,200
New +$1.48M ﹤0.01% 803

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Putnam Investments's EQM Position: Q4 2018 in Review

Putnam Investments sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 28,050 shares — an estimated $1.48M sold.

Putnam Investments first reported a position in EQM in Q2 2018 and held it in 2 quarters. The position peaked at $1.48M in Q3 2018. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Putnam Investments reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Putnam Investments sold 28,050 EQM Midstream Partners, LP shares in Q4 2018, an estimated $1.48M.
  • Putnam Investments first reported a position in EQM Midstream Partners, LP in Q2 2018 and held it in 2 quarters.
  • Putnam Investments's EQM Midstream Partners, LP position peaked at $1.48M in Q3 2018.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Putnam Investments's 13F filing for Q4 2018, filed 14 Feb 2019.