RNS
EQM

Robert N. Shapiro’s EQM Midstream Partners, LP EQM Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$135K Hold
1,530
– – 0.03% 310
2014
Q3 		$137K Sell
1,530
-944
-38% -$86.9K 0.03% 333
2014
Q2 		$239K Buy
2,474
+749
+43% +$61K 0.05% 248
2014
Q1 		$121K Hold
1,725
– – 0.02% 337
2013
Q4 		$101K Hold
1,725
– – 0.02% 370
2013
Q3 		$85K Buy
1,725
+550
+47% +$25.9K 0.02% 443
2013
Q2 		$57K Buy
+1,175
New +$53K 0.01% 527

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's EQM Position: Q4 2014 in Review

Robert N. Shapiro held its EQM Midstream Partners, LP (EQM) position steady in Q4 2014 at 1,530 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #310.

Robert N. Shapiro first reported a position in EQM in Q2 2013 and has held it in 7 quarters since. The position peaked at $239K in Q2 2014. 137 funds tracked by Wall St. Rank hold EQM as of Q4 2014.

  • Robert N. Shapiro held 1,530 shares of EQM Midstream Partners, LP worth $135K as of Q4 2014.
  • Robert N. Shapiro left its EQM Midstream Partners, LP share count unchanged in Q4 2014.
  • EQM Midstream Partners, LP made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #310 holding.
  • Robert N. Shapiro first reported a position in EQM Midstream Partners, LP in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's EQM Midstream Partners, LP position peaked at $239K in Q2 2014.
  • 137 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.