RJFSA
EQM

Raymond James Financial Services Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Raymond James Financial Services Advisors’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
-96,733
Closed -$2.89M – 2954
2019
Q4 		$2.89M Buy
96,733
+1,710
+2% +$47.6K 0.01% 987
2019
Q3 		$3.11M Sell
95,023
-1,162
-1% -$40.8K 0.01% 882
2019
Q2 		$4.3M Buy
96,185
+993
+1% +$44.7K 0.02% 739
2019
Q1 		$4.39M Buy
95,192
+11,539
+14% +$505K 0.02% 704
2018
Q4 		$3.62M Buy
83,653
+26,809
+47% +$1.28M 0.02% 657
2018
Q3 		$3M Buy
56,844
+4,096
+8% +$223K 0.01% 865
2018
Q2 		$2.72M Buy
52,748
+520
+1% +$29.4K 0.01% 865
2018
Q1 		$3.08M Buy
52,228
+8,030
+18% +$545K 0.02% 749
2017
Q4 		$3.23M Buy
44,198
+1,392
+3% +$99.5K 0.02% 711
2017
Q3 		$3.21M Buy
42,806
+3,940
+10% +$296K 0.02% 710
2017
Q2 		$2.9M Buy
38,866
+2,831
+8% +$212K 0.02% 720
2017
Q1 		$2.77M Buy
36,035
+1,427
+4% +$111K 0.02% 687
2016
Q4 		$2.65M Buy
34,608
+6,025
+21% +$446K 0.02% 664
2016
Q3 		$2.18M Buy
28,583
+600
+2% +$46.7K 0.02% 729
2016
Q2 		$2.25M Sell
27,983
-530
-2% -$40K 0.02% 677
2016
Q1 		$2.12M Buy
28,513
+1,075
+4% +$75.5K 0.02% 600
2015
Q4 		$2.07M Buy
27,438
+7,113
+35% +$505K 0.02% 626
2015
Q3 		$1.35M Buy
+20,325
New +$1.54M 0.02% 660

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $22.6B AUM 40.24% 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 $315B AUM 27.84% 1-Year Est. Return

Raymond James Financial Services Advisors's EQM Position: Q1 2020 in Review

Raymond James Financial Services Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 96,733 shares — an estimated $2.89M sold.

Raymond James Financial Services Advisors first reported a position in EQM in Q3 2015 and held it in 18 quarters. The position peaked at $4.39M in Q1 2019. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Raymond James Financial Services Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 96,733 EQM Midstream Partners, LP shares in Q1 2020, an estimated $2.89M.
  • Raymond James Financial Services Advisors first reported a position in EQM Midstream Partners, LP in Q3 2015 and held it in 18 quarters.
  • Raymond James Financial Services Advisors's EQM Midstream Partners, LP position peaked at $4.39M in Q1 2019.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.