SMFS
EQGP

Squar Milner Financial Services’s EQGP Holdings, LP EQGP Stock Holding History

Squar Milner Financial Services’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,315
Closed -$27K – 798
2018
Q3 		$27K Hold
1,315
– – 0.02% 379
2018
Q2 		$31K Buy
+1,315
New +$32K 0.03% 418

Other funds holding EQGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Squar Milner Financial Services's EQGP Position: Q4 2018 in Review

Squar Milner Financial Services sold out of EQGP Holdings, LP (EQGP) in Q4 2018, closing a stake of 1,315 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in EQGP in Q2 2018 and held it in 2 quarters. The position peaked at $31K in Q2 2018. 57 funds tracked by Wall St. Rank hold EQGP as of Q4 2018.

  • Squar Milner Financial Services reported no remaining EQGP Holdings, LP position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,315 EQGP Holdings, LP shares in Q4 2018, an estimated $27K.
  • Squar Milner Financial Services first reported a position in EQGP Holdings, LP in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's EQGP Holdings, LP position peaked at $31K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.