S
EQM

SignatureFD’s EQM Midstream Partners, LP EQM Stock Holding History

SignatureFD’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
2019
Q1 		– Sell
-600
Closed -$26K – 2102
2018
Q4 		$26K Sell
600
-1,775
-75% -$84.6K ﹤0.01% 1065
2018
Q3 		$125K Sell
2,375
-1,350
-36% -$73.6K 0.01% 559
2018
Q2 		$192K Buy
3,725
+325
+10% +$18.4K 0.02% 410
2018
Q1 		$201K Buy
3,400
+75
+2% +$5.09K 0.02% 346
2017
Q4 		$243K Hold
3,325
– – 0.03% 290
2017
Q3 		$249K Buy
3,325
+450
+16% +$33.8K 0.03% 245
2017
Q2 		$215K Hold
2,875
– – 0.03% 250
2017
Q1 		$221K Hold
2,875
– – 0.03% 248
2016
Q4 		$220K Hold
2,875
– – 0.04% 202
2016
Q3 		$219K Sell
2,875
-350
-11% -$27.3K 0.03% 208
2016
Q2 		$259K Buy
3,225
+100
+3% +$7.54K 0.04% 154
2016
Q1 		$233K Buy
3,125
+3,015
+2,741% +$212K 0.04% 153
2015
Q4 		$8K Buy
+110
New +$7.82K ﹤0.01% 789

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SignatureFD's EQM Position: Q1 2019 in Review

SignatureFD sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 600 shares — an estimated $26K sold.

SignatureFD first reported a position in EQM in Q4 2015 and held it in 13 quarters. The position peaked at $259K in Q2 2016. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

  • SignatureFD reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
  • SignatureFD sold 600 EQM Midstream Partners, LP shares in Q1 2019, an estimated $26K.
  • SignatureFD first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 13 quarters.
  • SignatureFD's EQM Midstream Partners, LP position peaked at $259K in Q2 2016.
  • 182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on SignatureFD's 13F filing for Q1 2019, filed 9 May 2019.