RTS
EQM

Round Table Services’s EQM Midstream Partners, LP EQM Stock Holding History

Round Table 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
2018
Q2 		– Sell
-4,235
Closed -$250K – 125
2018
Q1 		$250K Buy
+4,235
New +$287K 0.09% 86
2017
Q4 		– Sell
-4,235
Closed -$317K – 124
2017
Q3 		$317K Buy
4,235
+310
+8% +$23.3K 0.11% 67
2017
Q2 		$293K Buy
3,925
+750
+24% +$56.1K 0.11% 70
2017
Q1 		$244K Buy
+3,175
New +$248K 0.09% 78

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Round Table Services's EQM Position: Q2 2018 in Review

Round Table Services sold out of EQM Midstream Partners, LP (EQM) in Q2 2018, closing a stake of 4,235 shares — an estimated $250K sold.

Round Table Services first reported a position in EQM in Q1 2017 and held it in 4 quarters. The position peaked at $317K in Q3 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

  • Round Table Services reported no remaining EQM Midstream Partners, LP position as of Q2 2018 after selling out during the quarter.
  • Round Table Services sold 4,235 EQM Midstream Partners, LP shares in Q2 2018, an estimated $250K.
  • Round Table Services first reported a position in EQM Midstream Partners, LP in Q1 2017 and held it in 4 quarters.
  • Round Table Services's EQM Midstream Partners, LP position peaked at $317K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on Round Table Services's 13F filing for Q2 2018, filed 19 Jul 2018.