ST
EQM

Sentinel Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Sentinel 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
2014
Q1 		– Sell
-6,480
Closed -$381K – 161
2013
Q4 		$381K Hold
6,480
– – 0.11% 121
2013
Q3 		$319K Hold
6,480
– – 0.1% 135
2013
Q2 		$317K Buy
+6,480
New +$292K 0.1% 138

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WJA
Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return

Sentinel Trust's EQM Position: Q1 2014 in Review

Sentinel Trust sold out of EQM Midstream Partners, LP (EQM) in Q1 2014, closing a stake of 6,480 shares — an estimated $381K sold.

Sentinel Trust first reported a position in EQM in Q2 2013 and held it in 3 quarters. The position peaked at $381K in Q4 2013. 107 funds tracked by Wall St. Rank hold EQM as of Q1 2014.

  • Sentinel Trust reported no remaining EQM Midstream Partners, LP position as of Q1 2014 after selling out during the quarter.
  • Sentinel Trust sold 6,480 EQM Midstream Partners, LP shares in Q1 2014, an estimated $381K.
  • Sentinel Trust first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 3 quarters.
  • Sentinel Trust's EQM Midstream Partners, LP position peaked at $381K in Q4 2013.
  • 107 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2014.

Based on Sentinel Trust's 13F filing for Q1 2014, filed 9 Apr 2014.