SWP
EQM

Stratos Wealth Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-469
Closed -$25K – 2851
2018
Q3 		$25K Buy
+469
New +$25.6K ﹤0.01% 1781
2018
Q2 		– Sell
-469
Closed -$28K – 2937
2018
Q1 		$28K Hold
469
– – ﹤0.01% 1881
2017
Q4 		$34K Buy
+469
New +$33.5K ﹤0.01% 1705

Other funds holding EQM

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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stratos Wealth Partners's EQM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 469 shares — an estimated $25K sold.

Stratos Wealth Partners first reported a position in EQM in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 469 EQM Midstream Partners, LP shares in Q4 2018, an estimated $25K.
  • Stratos Wealth Partners first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's EQM Midstream Partners, LP position peaked at $34K in Q4 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.