Security National Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Security National Trust’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 Q1	–	Sell	-1,500	Closed	-$110K	–	406
2017 Q4	$110K	Hold	1,500	–	–	0.04%	214
2017 Q3	$112K	Hold	1,500	–	–	0.04%	215
2017 Q2	$112K	Hold	1,500	–	–	0.04%	219
2017 Q1	$115K	Hold	1,500	–	–	0.04%	218
2016 Q4	$115K	Hold	1,500	–	–	0.04%	214
2016 Q3	$114K	Hold	1,500	–	–	0.04%	212
2016 Q2	$120K	Hold	1,500	–	–	0.04%	203
2016 Q1	$112K	Hold	1,500	–	–	0.04%	211
2015 Q4	$113K	Hold	1,500	–	–	0.04%	204
2015 Q3	$99K	Hold	1,500	–	–	0.04%	216
2015 Q2	$122K	Hold	1,500	–	–	0.04%	211
2015 Q1	$116K	Hold	1,500	–	–	0.04%	218
2014 Q4	$132K	Hold	1,500	–	–	0.05%	200
2014 Q3	$134K	Hold	1,500	–	–	0.05%	193
2014 Q2	$145K	Hold	1,500	–	–	0.06%	191
2014 Q1	$105K	Hold	1,500	–	–	0.04%	216
2013 Q4	$88K	Buy	1,500 +500	+50%	+$26.6K	0.04%	227
2013 Q3	$49K	Buy	+1,000	New	+$47K	0.02%	267

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Security National Trust's EQM Position: Q1 2018 in Review

Security National Trust sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 1,500 shares — an estimated $110K sold.

Security National Trust first reported a position in EQM in Q3 2013 and held it in 18 quarters. The position peaked at $145K in Q2 2014. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

Security National Trust reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
Security National Trust sold 1,500 EQM Midstream Partners, LP shares in Q1 2018, an estimated $110K.
Security National Trust first reported a position in EQM Midstream Partners, LP in Q3 2013 and held it in 18 quarters.
Security National Trust's EQM Midstream Partners, LP position peaked at $145K in Q2 2014.
207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on Security National Trust's 13F filing for Q1 2018, filed 4 May 2018.