SMFS
EQM

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

Squar Milner 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
2019
Q3 		– Sell
-870
Closed -$39K – 801
2019
Q2 		$39K Sell
870
-100
-10% -$4.5K 0.03% 376
2019
Q1 		$44K Sell
970
-15
-2% -$656 0.03% 336
2018
Q4 		$43K Buy
985
+5
+0.5% +$238 0.04% 308
2018
Q3 		$52K Buy
980
+470
+92% +$25.6K 0.05% 298
2018
Q2 		$26K Buy
+510
New +$28.8K 0.02% 444

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
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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's EQM Position: Q3 2019 in Review

Squar Milner Financial Services sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 870 shares — an estimated $39K sold.

Squar Milner Financial Services first reported a position in EQM in Q2 2018 and held it in 5 quarters. The position peaked at $52K in Q3 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Squar Milner Financial Services reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 870 EQM Midstream Partners, LP shares in Q3 2019, an estimated $39K.
  • Squar Milner Financial Services first reported a position in EQM Midstream Partners, LP in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's EQM Midstream Partners, LP position peaked at $52K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.