STA
EQGP

Summit Trail Advisors’s EQGP Holdings, LP EQGP Stock Holding History

Summit Trail Advisors’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,300
Closed -$110K – 276
2018
Q3 		$110K Sell
5,300
-1,425
-21% -$31.9K 0.02% 265
2018
Q2 		$158K Sell
6,725
-42,250
-86% -$1.03M 0.06% 160
2018
Q1 		$1.04M Sell
48,975
-150
-0.3% -$3.86K 0.18% 129
2017
Q4 		$1.41M Buy
+49,125
New +$1.33M 0.18% 115

Other funds holding EQGP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Summit Trail Advisors's EQGP Position: Q4 2018 in Review

Summit Trail Advisors sold out of EQGP Holdings, LP (EQGP) in Q4 2018, closing a stake of 5,300 shares — an estimated $110K sold.

Summit Trail Advisors first reported a position in EQGP in Q4 2017 and held it in 4 quarters. The position peaked at $1.41M in Q4 2017. 57 funds tracked by Wall St. Rank hold EQGP as of Q4 2018.

  • Summit Trail Advisors reported no remaining EQGP Holdings, LP position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 5,300 EQGP Holdings, LP shares in Q4 2018, an estimated $110K.
  • Summit Trail Advisors first reported a position in EQGP Holdings, LP in Q4 2017 and held it in 4 quarters.
  • Summit Trail Advisors's EQGP Holdings, LP position peaked at $1.41M in Q4 2017.
  • 57 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.