Stone Run Capital’s EQM Midstream Partners, LP EQM Stock Holding History

Stone Run Capital’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	-19,100	Closed	-$853K	–	60
2019 Q2	$853K	Sell	19,100 -500	-3%	-$22.5K	0.39%	42
2019 Q1	$905K	Hold	19,600	–	–	0.45%	42
2018 Q4	$848K	Hold	19,600	–	–	0.53%	37
2018 Q3	$1.03M	Hold	19,600	–	–	0.47%	45
2018 Q2	$1.01M	Hold	19,600	–	–	0.53%	42
2018 Q1	$1.16M	Sell	19,600 -1,500	-7%	-$102K	0.61%	42
2017 Q4	$1.54M	Hold	21,100	–	–	0.79%	41
2017 Q3	$1.58M	Hold	21,100	–	–	0.81%	41
2017 Q2	$1.57M	Hold	21,100	–	–	0.87%	40
2017 Q1	$1.62M	Hold	21,100	–	–	0.98%	38
2016 Q4	$1.62M	Hold	21,100	–	–	1.05%	35
2016 Q3	$1.61M	Hold	21,100	–	–	1%	39
2016 Q2	$1.7M	Hold	21,100	–	–	1.1%	38
2016 Q1	$1.57M	Sell	21,100 -100	-0.5%	-$7.03K	1.01%	40
2015 Q4	$1.6M	Hold	21,200	–	–	1.11%	39
2015 Q3	$1.41M	Sell	21,200 -50	-0.2%	-$3.78K	1.12%	36
2015 Q2	$1.73M	Hold	21,250	–	–	1.14%	38
2015 Q1	$1.65M	Hold	21,250	–	–	1.06%	40
2014 Q4	$1.9M	Buy	21,250 +2,000	+10%	+$173K	1.31%	37
2014 Q3	$1.73M	Hold	19,250	–	–	1.22%	38
2014 Q2	$1.86M	Hold	19,250	–	–	1.22%	38
2014 Q1	$1.35M	Hold	19,250	–	–	0.98%	40
2013 Q4	$1.13M	Hold	19,250	–	–	0.8%	45
2013 Q3	$948K	Hold	19,250	–	–	0.77%	47
2013 Q2	$940K	Buy	+19,250	New	+$869K	0.9%	46

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

Stone Run Capital's EQM Position: Q3 2019 in Review

Stone Run Capital sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 19,100 shares — an estimated $853K sold.

Stone Run Capital first reported a position in EQM in Q2 2013 and held it in 25 quarters. The position peaked at $1.9M in Q4 2014. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

Stone Run Capital reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
Stone Run Capital sold 19,100 EQM Midstream Partners, LP shares in Q3 2019, an estimated $853K.
Stone Run Capital first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 25 quarters.
Stone Run Capital's EQM Midstream Partners, LP position peaked at $1.9M in Q4 2014.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Stone Run Capital's 13F filing for Q3 2019, filed 14 Nov 2019.