SBIA
EQM

Sheaff Brock Investment Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Sheaff Brock Investment 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
2017
Q1 		– Sell
-2,890
Closed -$222K – 653
2016
Q4 		$222K Buy
+2,890
New +$214K 0.03% 488
2016
Q1 		– Sell
-2,681
Closed -$202K – 704
2015
Q4 		$202K Buy
+2,681
New +$191K 0.02% 510

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 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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 $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's EQM Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2017, closing a stake of 2,890 shares — an estimated $222K sold.

Sheaff Brock Investment Advisors first reported a position in EQM in Q4 2015 and held it in 2 quarters. The position peaked at $222K in Q4 2016. 193 funds tracked by Wall St. Rank hold EQM as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,890 EQM Midstream Partners, LP shares in Q1 2017, an estimated $222K.
  • Sheaff Brock Investment Advisors first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's EQM Midstream Partners, LP position peaked at $222K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.