RFS
EQM

Rockefeller Financial Services’s EQM Midstream Partners, LP EQM Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$195K Hold
2,664
– – ﹤0.01% 341
2017
Q3 		$200K Sell
2,664
-75
-3% -$5.64K ﹤0.01% 334
2017
Q2 		$205K Sell
2,739
-75
-3% -$5.61K ﹤0.01% 294
2017
Q1 		$217K Hold
2,814
– – ﹤0.01% 306
2016
Q4 		$216K Hold
2,814
– – ﹤0.01% 321
2016
Q3 		$214K Hold
2,814
– – ﹤0.01% 302
2016
Q2 		$226K Hold
2,814
– – ﹤0.01% 316
2016
Q1 		$209K Buy
2,814
+350
+14% +$24.6K ﹤0.01% 319
2015
Q4 		$186K Sell
2,464
-2,286
-48% -$162K ﹤0.01% 345
2015
Q3 		$315K Hold
4,750
– – 0.01% 290
2015
Q2 		$387K Hold
4,750
– – 0.01% 265
2015
Q1 		$369K Hold
4,750
– – 0.01% 271
2014
Q4 		$418K Hold
4,750
– – 0.01% 250
2014
Q3 		$426K Hold
4,750
– – 0.01% 263
2014
Q2 		$460K Hold
4,750
– – 0.01% 272
2014
Q1 		$334K Hold
4,750
– – 0.01% 290
2013
Q4 		$279K Hold
4,750
– – 0.01% 320
2013
Q3 		$234K Hold
4,750
– – 0.01% 320
2013
Q2 		$232K Buy
+4,750
New +$214K 0.01% 313

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockefeller Financial Services's EQM Position: Q4 2017 in Review

Rockefeller Financial Services held its EQM Midstream Partners, LP (EQM) position steady in Q4 2017 at 2,664 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Rockefeller Financial Services first reported a position in EQM in Q2 2013 and has held it in 19 quarters since. The position peaked at $460K in Q2 2014. 223 funds tracked by Wall St. Rank hold EQM as of Q4 2017.

  • Rockefeller Financial Services held 2,664 shares of EQM Midstream Partners, LP worth $195K as of Q4 2017.
  • Rockefeller Financial Services left its EQM Midstream Partners, LP share count unchanged in Q4 2017.
  • EQM Midstream Partners, LP made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #341 holding.
  • Rockefeller Financial Services first reported a position in EQM Midstream Partners, LP in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's EQM Midstream Partners, LP position peaked at $460K in Q2 2014.
  • 223 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.