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

Smith Salley 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
2018 Q1	–	Sell	-122,146	Closed	-$3.79M	–	178
2017 Q4	$3.79M	Sell	122,146 -419	-0.3%	-$13.7K	0.68%	59
2017 Q3	$4.35M	Buy	122,565 +2,041	+2%	+$69.4K	0.83%	44
2017 Q2	$3.84M	Sell	120,524 -174	-0.1%	-$5.51K	0.77%	49
2017 Q1	$4.01M	Sell	120,698 -3,772	-3%	-$126K	0.82%	45
2016 Q4	$4.43M	Buy	124,470 +1,141	+0.9%	+$42.4K	0.92%	41
2016 Q3	$4.88M	Sell	123,329 -1,986	-2%	-$78.5K	1.08%	37
2016 Q2	$5.28M	Buy	125,315 +371	+0.3%	+$14.4K	1.23%	30
2016 Q1	$4.57M	Buy	124,944 +4,935	+4%	+$158K	1.15%	34
2015 Q4	$3.4M	Buy	+120,009	New	+$4.03M	0.85%	40
2014 Q4	–	Sell	-4,225	Closed	-$211K	–	171
2014 Q3	$211K	Buy	+4,225	New	+$224K	0.06%	167

Other funds holding EQT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ALS

Andrew L. Share $193M AUM 1.47% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Smith Salley Wealth Management's EQT Position: Q1 2018 in Review

Smith Salley Wealth Management sold out of EQT Corp (EQT) in Q1 2018, closing a stake of 122,146 shares — an estimated $3.79M sold.

Smith Salley Wealth Management first reported a position in EQT in Q3 2014 and held it in 10 quarters. The position peaked at $5.28M in Q2 2016. 562 funds tracked by Wall St. Rank hold EQT as of Q1 2018.

Smith Salley Wealth Management reported no remaining EQT Corp position as of Q1 2018 after selling out during the quarter.
Smith Salley Wealth Management sold 122,146 EQT Corp shares in Q1 2018, an estimated $3.79M.
Smith Salley Wealth Management first reported a position in EQT Corp in Q3 2014 and held it in 10 quarters.
Smith Salley Wealth Management's EQT Corp position peaked at $5.28M in Q2 2016.
562 funds tracked by Wall St. Rank held EQT Corp as of Q1 2018.

Based on Smith Salley Wealth Management's 13F filing for Q1 2018, filed 9 May 2018.