SOAMC
EQM

Spirit of America Management Corp’s EQM Midstream Partners, LP EQM Stock Holding History

Spirit of America Management Corp’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
2020
Q1 		– Sell
-168,953
Closed -$3.44M – 247
2019
Q4 		$5.05M Sell
168,953
-10,200
-6% -$284K 0.88% 31
2019
Q3 		$5.86M Sell
179,153
-38,800
-18% -$1.36M 0.95% 29
2019
Q2 		$9.74M Sell
217,953
-22,600
-9% -$1.02M 1.46% 21
2019
Q1 		$11.1M Sell
240,553
-45,700
-16% -$2M 1.62% 19
2018
Q4 		$12.4M Sell
286,253
-39,000
-12% -$1.86M 1.95% 15
2018
Q3 		$17.2M Buy
325,253
+138,438
+74% +$7.55M 2.13% 9
2018
Q2 		$9.64M Buy
186,815
+44,600
+31% +$2.52M 1.19% 27
2018
Q1 		$8.39M Hold
142,215
– – 1.1% 27
2017
Q4 		$10.4M Hold
142,215
– – 1.15% 27
2017
Q3 		$10.7M Buy
142,215
+20,700
+17% +$1.56M 1.13% 30
2017
Q2 		$9.07M Hold
121,515
– – 0.98% 34
2017
Q1 		$9.35M Buy
121,515
+15,300
+14% +$1.2M 0.99% 36
2016
Q4 		$8.14M Buy
106,215
+9,400
+10% +$696K 0.95% 34
2016
Q3 		$7.38M Hold
96,815
– – 0.96% 35
2016
Q2 		$7.77M Hold
96,815
– – 1.14% 29
2016
Q1 		$7.21M Buy
96,815
+7,200
+8% +$506K 1.28% 22
2015
Q4 		$6.76M Buy
89,615
+31,907
+55% +$2.27M 1.3% 19
2015
Q3 		$3.83M Hold
57,708
– – 0.8% 38
2015
Q2 		$4.71M Hold
57,708
– – 0.91% 30
2015
Q1 		$4.48M Buy
57,708
+45,000
+354% +$3.7M 0.95% 25
2014
Q4 		$1.12M Buy
12,708
+2,330
+22% +$201K 0.28% 94
2014
Q3 		$930K Buy
+10,378
New +$955K 0.28% 104

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Spirit of America Management Corp's EQM Position: Q1 2020 in Review

Spirit of America Management Corp sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 168,953 shares — an estimated $3.44M sold.

Spirit of America Management Corp first reported a position in EQM in Q3 2014 and held it in 22 quarters. The position peaked at $17.2M in Q3 2018. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Spirit of America Management Corp reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Spirit of America Management Corp sold 168,953 EQM Midstream Partners, LP shares in Q1 2020, an estimated $3.44M.
  • Spirit of America Management Corp first reported a position in EQM Midstream Partners, LP in Q3 2014 and held it in 22 quarters.
  • Spirit of America Management Corp's EQM Midstream Partners, LP position peaked at $17.2M in Q3 2018.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Spirit of America Management Corp's 13F filing for Q1 2020, filed 7 Apr 2020.