ST
EQM

Spinnaker Trust’s EQM Midstream Partners, LP EQM Stock Holding History

Spinnaker Trust’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
2018
Q2 		– Sell
-6,530
Closed -$384K – 219
2018
Q1 		$384K Sell
6,530
-4,533
-41% -$308K 0.04% 164
2017
Q4 		$808K Buy
11,063
+1,685
+18% +$120K 0.09% 112
2017
Q3 		$702K Buy
+9,378
New +$705K 0.09% 115

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spinnaker Trust's EQM Position: Q2 2018 in Review

Spinnaker Trust sold out of EQM Midstream Partners, LP (EQM) in Q2 2018, closing a stake of 6,530 shares — an estimated $384K sold.

Spinnaker Trust first reported a position in EQM in Q3 2017 and held it in 3 quarters. The position peaked at $808K in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

  • Spinnaker Trust reported no remaining EQM Midstream Partners, LP position as of Q2 2018 after selling out during the quarter.
  • Spinnaker Trust sold 6,530 EQM Midstream Partners, LP shares in Q2 2018, an estimated $384K.
  • Spinnaker Trust first reported a position in EQM Midstream Partners, LP in Q3 2017 and held it in 3 quarters.
  • Spinnaker Trust's EQM Midstream Partners, LP position peaked at $808K in Q4 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on Spinnaker Trust's 13F filing for Q2 2018, filed 2 Aug 2018.