SHJ
EQM

Sharkey, Howes & Javer’s EQM Midstream Partners, LP EQM Stock Holding History

Sharkey, Howes & Javer’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
2015
Q4 		– Sell
-461
Closed -$33K – 273
2015
Q3 		$33K Buy
+461
New +$34.8K 0.03% 131

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sharkey, Howes & Javer's EQM Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of EQM Midstream Partners, LP (EQM) in Q4 2015, closing a stake of 461 shares — an estimated $33K sold.

Sharkey, Howes & Javer first reported a position in EQM in Q3 2015 and held it in 1 quarter. The position peaked at $33K in Q3 2015. 164 funds tracked by Wall St. Rank hold EQM as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining EQM Midstream Partners, LP position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 461 EQM Midstream Partners, LP shares in Q4 2015, an estimated $33K.
  • Sharkey, Howes & Javer first reported a position in EQM Midstream Partners, LP in Q3 2015 and held it in 1 quarter.
  • Sharkey, Howes & Javer's EQM Midstream Partners, LP position peaked at $33K in Q3 2015.
  • 164 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.