SFS
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 New York $871B AUM 31.28% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 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

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.