SPIA
EQM

Steward Partners Investment Advisory’s EQM Midstream Partners, LP EQM Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-255
Closed -$8K – 2841
2019
Q3 		$8K Buy
+255
New +$8.96K ﹤0.01% 2116
2018
Q2 		– Sell
-18
Closed -$1K – 2595
2018
Q1 		$1K Buy
+18
New +$1.22K ﹤0.01% 2191

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Steward Partners Investment Advisory's EQM Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 255 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in EQM in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 255 EQM Midstream Partners, LP shares in Q4 2019, an estimated $8K.
  • Steward Partners Investment Advisory first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's EQM Midstream Partners, LP position peaked at $8K in Q3 2019.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.