SEI Investments’s EQM Midstream Partners, LP EQM Stock Holding History

SEI Investments’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
2019 Q2	–	Sell	-4,881	Closed	-$225K	–	2924
2019 Q1	$225K	Sell	4,881 -2,000	-29%	-$87.5K	﹤0.01%	2233
2018 Q4	$363K	Hold	6,881	–	–	﹤0.01%	1849
2018 Q3	$363K	Sell	6,881 -3,300	-32%	-$180K	﹤0.01%	1749
2018 Q2	$525K	Sell	10,181 -102,857	-91%	-$5.82M	﹤0.01%	1798
2018 Q1	$6.67M	Buy	113,038 +10,140	+10%	+$688K	0.03%	690
2017 Q4	$7.52M	Sell	102,898 -8,100	-7%	-$579K	0.03%	724
2017 Q3	$8.32M	Sell	110,998 -6,200	-5%	-$466K	0.03%	670
2017 Q2	$8.75M	Buy	117,198 +9,300	+9%	+$696K	0.03%	608
2017 Q1	$8.3M	Buy	107,898 +14,000	+15%	+$1.09M	0.04%	586
2016 Q4	$7.2M	Buy	93,898 +35,400	+61%	+$2.62M	0.03%	610
2016 Q3	$4.46M	Buy	58,498 +16,200	+38%	+$1.26M	0.02%	752
2016 Q2	$3.4M	Buy	+42,298	New	+$3.19M	0.02%	783

Other funds holding EQM

TCA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

SEI Investments's EQM Position: Q2 2019 in Review

SEI Investments sold out of EQM Midstream Partners, LP (EQM) in Q2 2019, closing a stake of 4,881 shares — an estimated $225K sold.

SEI Investments first reported a position in EQM in Q2 2016 and held it in 12 quarters. The position peaked at $8.75M in Q2 2017. 176 funds tracked by Wall St. Rank hold EQM as of Q2 2019.

SEI Investments reported no remaining EQM Midstream Partners, LP position as of Q2 2019 after selling out during the quarter.
SEI Investments sold 4,881 EQM Midstream Partners, LP shares in Q2 2019, an estimated $225K.
SEI Investments first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 12 quarters.
SEI Investments's EQM Midstream Partners, LP position peaked at $8.75M in Q2 2017.
176 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2019.

Based on SEI Investments's 13F filing for Q2 2019, filed 14 Aug 2019.