RJA
EQM

Raymond James & Associates’s EQM Midstream Partners, LP EQM Stock Holding History

Raymond James & Associates’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
2020
Q1 		– Sell
-8,765
Closed -$262K – 3813
2019
Q4 		$262K Buy
8,765
+2,571
+42% +$71.5K ﹤0.01% 3170
2019
Q3 		$203K Sell
6,194
-3,512
-36% -$123K ﹤0.01% 3256
2019
Q2 		$434K Sell
9,706
-481
-5% -$21.6K ﹤0.01% 2776
2019
Q1 		$470K Buy
10,187
+1,280
+14% +$56K ﹤0.01% 2699
2018
Q4 		$385K Sell
8,907
-459
-5% -$21.9K ﹤0.01% 2714
2018
Q3 		$494K Sell
9,366
-10,517
-53% -$573K ﹤0.01% 2714
2018
Q2 		$1.03M Sell
19,883
-14,409
-42% -$815K ﹤0.01% 2192
2018
Q1 		$2.02M Buy
34,292
+380
+1% +$25.8K ﹤0.01% 1697
2017
Q4 		$2.48M Sell
33,912
-4,177
-11% -$299K ﹤0.01% 1549
2017
Q3 		$2.85M Buy
38,089
+1,381
+4% +$104K 0.01% 1400
2017
Q2 		$2.74M Buy
36,708
+1,276
+4% +$95.4K 0.01% 1373
2017
Q1 		$2.73M Buy
35,432
+4,260
+14% +$333K 0.01% 1352
2016
Q4 		$2.39M Buy
31,172
+4,264
+16% +$316K 0.01% 1378
2016
Q3 		$2.05M Buy
26,908
+16,491
+158% +$1.28M 0.01% 1439
2016
Q2 		$836K Sell
10,417
-1,317
-11% -$99.3K ﹤0.01% 1833
2016
Q1 		$873K Buy
+11,734
New +$824K ﹤0.01% 1730
2014
Q4 		– Sell
-11,089
Closed -$994K – 2341
2014
Q3 		$994K Buy
+11,089
New +$1.02M 0.01% 1497

Other funds holding EQM

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James & Associates's EQM Position: Q1 2020 in Review

Raymond James & Associates sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 8,765 shares — an estimated $262K sold.

Raymond James & Associates first reported a position in EQM in Q3 2014 and held it in 17 quarters. The position peaked at $2.85M in Q3 2017. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Raymond James & Associates reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Raymond James & Associates sold 8,765 EQM Midstream Partners, LP shares in Q1 2020, an estimated $262K.
  • Raymond James & Associates first reported a position in EQM Midstream Partners, LP in Q3 2014 and held it in 17 quarters.
  • Raymond James & Associates's EQM Midstream Partners, LP position peaked at $2.85M in Q3 2017.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Raymond James & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.