Stifel Financial
EQM

Stifel Financial’s EQM Midstream Partners, LP EQM Stock Holding History

Stifel Financial’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
2020
Q1 		– Sell
-10,639
Closed -$317K – 3190
2019
Q4 		$317K Sell
10,639
-16,825
-61% -$468K ﹤0.01% 2506
2019
Q3 		$900K Sell
27,464
-6,894
-20% -$242K ﹤0.01% 1824
2019
Q2 		$1.52M Buy
34,358
+1,291
+4% +$58.1K ﹤0.01% 1519
2019
Q1 		$1.52M Buy
33,067
+2,581
+8% +$113K ﹤0.01% 1400
2018
Q4 		$1.31M Buy
30,486
+5,258
+21% +$251K ﹤0.01% 1378
2018
Q3 		$1.34M Buy
25,228
+5,407
+27% +$295K ﹤0.01% 1496
2018
Q2 		$1.02M Buy
19,821
+956
+5% +$54.1K ﹤0.01% 1599
2018
Q1 		$1.12M Buy
18,865
+1,744
+10% +$118K ﹤0.01% 1495
2017
Q4 		$1.25M Sell
17,121
-11,341
-40% -$811K ﹤0.01% 1380
2017
Q3 		$2.13M Sell
28,462
-1,057
-4% -$79.5K 0.01% 1083
2017
Q2 		$2.2M Sell
29,519
-2,852
-9% -$213K 0.01% 1063
2017
Q1 		$2.49M Buy
32,371
+4,694
+17% +$367K 0.01% 998
2016
Q4 		$2.12M Sell
27,677
-1,260
-4% -$93.4K 0.01% 1011
2016
Q3 		$2.21M Buy
28,937
+3,267
+13% +$254K 0.01% 951
2016
Q2 		$2.06M Sell
25,670
-6,695
-21% -$505K 0.01% 986
2016
Q1 		$2.41M Sell
32,365
-1,063
-3% -$74.7K 0.01% 848
2015
Q4 		$2.52M Buy
33,428
+27,572
+471% +$1.96M 0.01% 852
2015
Q3 		$388K Buy
5,856
+996
+20% +$75.3K ﹤0.01% 1701
2015
Q2 		$393K Buy
+4,860
New +$404K ﹤0.01% 1817

Other funds holding EQM

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $298B AUM 21.96% 1-Year Est. Return

Stifel Financial's EQM Position: Q1 2020 in Review

Stifel Financial sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 10,639 shares — an estimated $317K sold.

Stifel Financial first reported a position in EQM in Q2 2015 and held it in 19 quarters. The position peaked at $2.52M in Q4 2015. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Stifel Financial reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 10,639 EQM Midstream Partners, LP shares in Q1 2020, an estimated $317K.
  • Stifel Financial first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 19 quarters.
  • Stifel Financial's EQM Midstream Partners, LP position peaked at $2.52M in Q4 2015.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.