SPC
EQM

Salient Private Client’s EQM Midstream Partners, LP EQM Stock Holding History

Salient Private Client’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 		$3.23M Buy
61,139
+26,943
+79% +$1.47M 0.63% 45
2018
Q2 		$1.76M Buy
34,196
+21,630
+172% +$1.22M 0.3% 75
2018
Q1 		$742K Buy
+12,566
New +$853K 0.13% 92

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

Salient Private Client's EQM Position: Q3 2018 in Review

Salient Private Client increased its EQM Midstream Partners, LP (EQM) stake by 79% in Q3 2018, buying an estimated $1.47M and bringing the position to 61,139 shares worth $3.23M. The position accounts for 0.63% of the portfolio, ranked #45.

Salient Private Client first reported a position in EQM in Q1 2018 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold EQM as of Q3 2018.

  • Salient Private Client held 61,139 shares of EQM Midstream Partners, LP worth $3.23M as of Q3 2018.
  • Salient Private Client bought 26,943 EQM Midstream Partners, LP shares in Q3 2018, an estimated $1.47M.
  • EQM Midstream Partners, LP made up 0.63% of Salient Private Client's portfolio in Q3 2018, its #45 holding.
  • Salient Private Client first reported a position in EQM Midstream Partners, LP in Q1 2018 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.