SFA
EQM

Sequoia Financial Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Sequoia Financial Advisors’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
2016
Q3 		– Sell
-2,864
Closed -$230K – 281
2016
Q2 		$230K Buy
+2,864
New +$216K 0.06% 206
2014
Q4 		– Sell
-4,905
Closed -$440K – 177
2014
Q3 		$440K Buy
+4,905
New +$451K 0.31% 81
2014
Q2 		– Sell
-8,802
Closed -$619K – 177
2014
Q1 		$619K Sell
8,802
-2,238
-20% -$144K 0.52% 54
2013
Q4 		$649K Buy
+11,040
New +$586K 0.54% 50

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Sequoia Financial Advisors's EQM Position: Q3 2016 in Review

Sequoia Financial Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2016, closing a stake of 2,864 shares — an estimated $230K sold.

Sequoia Financial Advisors first reported a position in EQM in Q4 2013 and held it in 4 quarters. The position peaked at $649K in Q4 2013. 185 funds tracked by Wall St. Rank hold EQM as of Q3 2016.

  • Sequoia Financial Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,864 EQM Midstream Partners, LP shares in Q3 2016, an estimated $230K.
  • Sequoia Financial Advisors first reported a position in EQM Midstream Partners, LP in Q4 2013 and held it in 4 quarters.
  • Sequoia Financial Advisors's EQM Midstream Partners, LP position peaked at $649K in Q4 2013.
  • 185 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.