SI
EQM

Stephens Inc’s EQM Midstream Partners, LP EQM Stock Holding History

Stephens Inc’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
-7,785
Closed -$348K – 1227
2019
Q2 		$348K Buy
7,785
+31
+0.4% +$1.4K 0.01% 865
2019
Q1 		$358K Buy
7,754
+247
+3% +$10.8K 0.01% 855
2018
Q4 		$325K Sell
7,507
-1,296
-15% -$61.8K 0.01% 820
2018
Q3 		$465K Sell
8,803
-608
-6% -$33.2K 0.01% 795
2018
Q2 		$486K Sell
9,411
-204
-2% -$11.5K 0.01% 605
2018
Q1 		$568K Sell
9,615
-418
-4% -$28.4K 0.02% 480
2017
Q4 		$733K Buy
10,033
+367
+4% +$26.2K 0.03% 425
2017
Q3 		$725K Sell
9,666
-139
-1% -$10.5K 0.03% 428
2017
Q2 		$732K Sell
9,805
-1,328
-12% -$99.3K 0.03% 498
2017
Q1 		$856K Buy
11,133
+3,003
+37% +$235K 0.03% 450
2016
Q4 		$623K Buy
8,130
+603
+8% +$44.7K 0.03% 456
2016
Q3 		$573K Buy
7,527
+291
+4% +$22.7K 0.03% 475
2016
Q2 		$581K Buy
7,236
+467
+7% +$35.2K 0.03% 476
2016
Q1 		$504K Buy
6,769
+737
+12% +$51.8K 0.02% 467
2015
Q4 		$455K Buy
+6,032
New +$429K 0.02% 460
2015
Q3 		– Sell
-2,789
Closed -$227K – 819
2015
Q2 		$227K Buy
+2,789
New +$232K 0.01% 677

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

Stephens Inc's EQM Position: Q3 2019 in Review

Stephens Inc sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 7,785 shares — an estimated $348K sold.

Stephens Inc first reported a position in EQM in Q2 2015 and held it in 16 quarters. The position peaked at $856K in Q1 2017. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Stephens Inc reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Stephens Inc sold 7,785 EQM Midstream Partners, LP shares in Q3 2019, an estimated $348K.
  • Stephens Inc first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 16 quarters.
  • Stephens Inc's EQM Midstream Partners, LP position peaked at $856K in Q1 2017.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Stephens Inc's 13F filing for Q3 2019, filed 18 Oct 2019.