Sowell Financial Services
EQM

Sowell Financial Services’s EQM Midstream Partners, LP EQM Stock Holding History

Sowell Financial Services’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
-84
Closed -$7K – 609
2016
Q4 		$7K Buy
+84
New +$6.22K ﹤0.01% 516

Other funds holding EQM

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

Sowell Financial Services's EQM Position: Q1 2017 in Review

Sowell Financial Services sold out of EQM Midstream Partners, LP (EQM) in Q1 2017, closing a stake of 84 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in EQM in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 193 funds tracked by Wall St. Rank hold EQM as of Q1 2017.

  • Sowell Financial Services reported no remaining EQM Midstream Partners, LP position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 84 EQM Midstream Partners, LP shares in Q1 2017, an estimated $7K.
  • Sowell Financial Services first reported a position in EQM Midstream Partners, LP in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's EQM Midstream Partners, LP position peaked at $7K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.