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

Stokes 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
2019 Q3	–	Sell	-7,045	Closed	-$315K	–	77
2019 Q2	$315K	Sell	7,045 -575	-8%	-$25.9K	0.18%	72
2019 Q1	$352K	Buy	7,620 +400	+6%	+$17.5K	0.21%	73
2018 Q4	$312K	Sell	7,220 -2,235	-24%	-$107K	0.22%	75
2018 Q3	$499K	Sell	9,455 -180	-2%	-$9.81K	0.31%	72
2018 Q2	$497K	Sell	9,635 -245	-2%	-$13.9K	0.33%	72
2018 Q1	$583K	Sell	9,880 -370	-4%	-$25.1K	0.38%	70
2017 Q4	$749K	Buy	+10,250	New	+$733K	0.51%	66

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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stokes Capital Advisors's EQM Position: Q3 2019 in Review

Stokes Capital Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 7,045 shares — an estimated $315K sold.

Stokes Capital Advisors first reported a position in EQM in Q4 2017 and held it in 7 quarters. The position peaked at $749K in Q4 2017. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Stokes Capital Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Stokes Capital Advisors sold 7,045 EQM Midstream Partners, LP shares in Q3 2019, an estimated $315K.
Stokes Capital Advisors first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 7 quarters.
Stokes Capital Advisors's EQM Midstream Partners, LP position peaked at $749K in Q4 2017.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Stokes Capital Advisors's 13F filing for Q3 2019, filed 24 Oct 2019.