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Sheets Smith Wealth Management’s EQT Corp EQT Stock Holding History

Sheets Smith Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-22,571
Closed -$1.31M – 262
2014
Q2 		$1.31M Buy
22,571
+2,586
+13% +$148K 0.35% 79
2014
Q1 		$1.05M Buy
19,985
+11,302
+130% +$589K 0.3% 92
2013
Q4 		$424K Sell
8,683
-5,331
-38% -$252K 0.12% 188
2013
Q3 		$677K Buy
+14,014
New +$650K 0.22% 129

Other funds holding EQT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sheets Smith Wealth Management's EQT Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of EQT Corp (EQT) in Q3 2014, closing a stake of 22,571 shares — an estimated $1.31M sold.

Sheets Smith Wealth Management first reported a position in EQT in Q3 2013 and held it in 4 quarters. The position peaked at $1.31M in Q2 2014. 474 funds tracked by Wall St. Rank hold EQT as of Q3 2014.

  • Sheets Smith Wealth Management reported no remaining EQT Corp position as of Q3 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 22,571 EQT Corp shares in Q3 2014, an estimated $1.31M.
  • Sheets Smith Wealth Management first reported a position in EQT Corp in Q3 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's EQT Corp position peaked at $1.31M in Q2 2014.
  • 474 funds tracked by Wall St. Rank held EQT Corp as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.