RIA
EQM

RPG Investment Advisory’s EQM Midstream Partners, LP EQM Stock Holding History

RPG Investment Advisory’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
Q3 		– Sell
-500
Closed -$26K – 323
2018
Q2 		$26K Hold
500
– – 0.01% 159
2018
Q1 		$30K Hold
500
– – 0.01% 190
2017
Q4 		$37K Hold
500
– – 0.01% 172
2017
Q3 		$37K Hold
500
– – 0.01% 159
2017
Q2 		$37K Buy
+500
New +$37.4K 0.01% 148
2016
Q4 		– Sell
-8,025
Closed -$611K – 112
2016
Q3 		$611K Buy
8,025
+600
+8% +$46.7K 0.19% 87
2016
Q2 		$596K Buy
+7,425
New +$560K 0.16% 93

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

RPG Investment Advisory's EQM Position: Q3 2018 in Review

RPG Investment Advisory sold out of EQM Midstream Partners, LP (EQM) in Q3 2018, closing a stake of 500 shares — an estimated $26K sold.

RPG Investment Advisory first reported a position in EQM in Q2 2016 and held it in 7 quarters. The position peaked at $611K in Q3 2016. 196 funds tracked by Wall St. Rank hold EQM as of Q3 2018.

  • RPG Investment Advisory reported no remaining EQM Midstream Partners, LP position as of Q3 2018 after selling out during the quarter.
  • RPG Investment Advisory sold 500 EQM Midstream Partners, LP shares in Q3 2018, an estimated $26K.
  • RPG Investment Advisory first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 7 quarters.
  • RPG Investment Advisory's EQM Midstream Partners, LP position peaked at $611K in Q3 2016.
  • 196 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2018.

Based on RPG Investment Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.