SIAP
EQM

Sterling Investment Advisors (Pennsylvania)’s EQM Midstream Partners, LP EQM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-694
Closed -$31K – 457
2019
Q2 		$31K Hold
694
– – 0.02% 259
2019
Q1 		$32K Hold
694
– – 0.02% 253
2018
Q4 		$30K Hold
694
– – 0.02% 246
2018
Q3 		$37K Buy
+694
New +$37.8K 0.02% 253

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 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
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 $315B AUM 27.84% 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

Sterling Investment Advisors (Pennsylvania)'s EQM Position: Q3 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 694 shares — an estimated $31K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EQM in Q3 2018 and held it in 4 quarters. The position peaked at $37K in Q3 2018. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 694 EQM Midstream Partners, LP shares in Q3 2019, an estimated $31K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in EQM Midstream Partners, LP in Q3 2018 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s EQM Midstream Partners, LP position peaked at $37K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 15 Oct 2019.