SSG
EQM

Summit Securities Group’s EQM Midstream Partners, LP EQM Stock Holding History

Summit Securities Group’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
2015
Q3 		– Sell
-605
Closed -$49K – 573
2015
Q2 		$49K Buy
+605
New +$50.4K 0.02% 207
2013
Q3 		– Sell
-100
Closed -$5K – 603
2013
Q2 		$5K Buy
+100
New +$4.51K ﹤0.01% 402

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Summit Securities Group's EQM Position: Q3 2015 in Review

Summit Securities Group sold out of EQM Midstream Partners, LP (EQM) in Q3 2015, closing a stake of 605 shares — an estimated $49K sold.

Summit Securities Group first reported a position in EQM in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q2 2015. 159 funds tracked by Wall St. Rank hold EQM as of Q3 2015.

  • Summit Securities Group reported no remaining EQM Midstream Partners, LP position as of Q3 2015 after selling out during the quarter.
  • Summit Securities Group sold 605 EQM Midstream Partners, LP shares in Q3 2015, an estimated $49K.
  • Summit Securities Group first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 2 quarters.
  • Summit Securities Group's EQM Midstream Partners, LP position peaked at $49K in Q2 2015.
  • 159 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2015.

Based on Summit Securities Group's 13F filing for Q3 2015, filed 12 Nov 2015.