Steel Grove Capital Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Steel Grove Capital Advisors’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 Q4	–	Sell	-9,569	Closed	-$505K	–	347
2018 Q3	$505K	Sell	9,569 -582	-6%	-$31.7K	0.07%	201
2018 Q2	$524K	Sell	10,151 -29,041	-74%	-$1.64M	0.08%	186
2018 Q1	$2.31M	Buy	39,192 +7,730	+25%	+$525K	0.36%	76
2017 Q4	$2.3M	Buy	+31,462	New	+$2.25M	0.35%	71
2016 Q2	–	Sell	-3,171	Closed	-$236K	–	203
2016 Q1	$236K	Sell	3,171 -909	-22%	-$63.9K	0.06%	157
2015 Q4	$308K	Sell	4,080 -855	-17%	-$60.8K	0.08%	144
2015 Q3	$327K	Sell	4,935 -827	-14%	-$62.5K	0.08%	126
2015 Q2	$470K	Buy	+5,762	New	+$480K	0.1%	99

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steel Grove Capital Advisors's EQM Position: Q4 2018 in Review

Steel Grove Capital Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 9,569 shares — an estimated $505K sold.

Steel Grove Capital Advisors first reported a position in EQM in Q2 2015 and held it in 8 quarters. The position peaked at $2.31M in Q1 2018. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

Steel Grove Capital Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
Steel Grove Capital Advisors sold 9,569 EQM Midstream Partners, LP shares in Q4 2018, an estimated $505K.
Steel Grove Capital Advisors first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 8 quarters.
Steel Grove Capital Advisors's EQM Midstream Partners, LP position peaked at $2.31M in Q1 2018.
192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.