SE
EQM

Summit Equities’s EQM Midstream Partners, LP EQM Stock Holding History

Summit Equities’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
Q3 		$656K Sell
12,420
-266
-2% -$14.5K 0.11% 30
2018
Q2 		$654K Sell
12,686
-615
-5% -$34.8K 0.11% 30
2018
Q1 		$785K Buy
13,301
+538
+4% +$36.5K 0.14% 21
2017
Q4 		$933K Sell
12,763
-1,883
-13% -$135K 0.16% 15
2017
Q3 		$1.1M Buy
+14,646
New +$1.1M 0.2% 14

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Summit Equities's EQM Position: Q3 2018 in Review

Summit Equities reduced its EQM Midstream Partners, LP (EQM) stake by 2.1% in Q3 2018, selling an estimated $14.5K and leaving 12,420 shares worth $656K. The position accounts for 0.11% of the portfolio, ranked #30.

Summit Equities first reported a position in EQM in Q3 2017 and has held it in 5 quarters since. The position peaked at $1.1M in Q3 2017. 196 funds tracked by Wall St. Rank hold EQM as of Q3 2018.

  • Summit Equities held 12,420 shares of EQM Midstream Partners, LP worth $656K as of Q3 2018.
  • Summit Equities sold 266 EQM Midstream Partners, LP shares in Q3 2018, an estimated $14.5K.
  • EQM Midstream Partners, LP made up 0.11% of Summit Equities's portfolio in Q3 2018, its #30 holding.
  • Summit Equities first reported a position in EQM Midstream Partners, LP in Q3 2017 and has held it in 5 quarters since.
  • Summit Equities's EQM Midstream Partners, LP position peaked at $1.1M in Q3 2017.
  • 196 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.