SF
EQM

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

Summit 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
-11,065
Closed -$331K – 48
2019
Q4 		$331K Buy
+11,065
New +$308K 0.06% 41
2019
Q3 		– Sell
-13,239
Closed -$592K – 43
2019
Q2 		$592K Buy
13,239
+2,418
+22% +$109K 0.1% 34
2019
Q1 		$500K Sell
10,821
-208
-2% -$9.1K 0.09% 38
2018
Q4 		$477K Buy
+11,029
New +$526K 0.09% 36

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Summit Financial's EQM Position: Q1 2020 in Review

Summit Financial sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 11,065 shares — an estimated $331K sold.

Summit Financial first reported a position in EQM in Q4 2018 and held it in 4 quarters. The position peaked at $592K in Q2 2019. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Summit Financial reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Summit Financial sold 11,065 EQM Midstream Partners, LP shares in Q1 2020, an estimated $331K.
  • Summit Financial first reported a position in EQM Midstream Partners, LP in Q4 2018 and held it in 4 quarters.
  • Summit Financial's EQM Midstream Partners, LP position peaked at $592K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Summit Financial's 13F filing for Q1 2020, filed 4 May 2020.