STA
EQM

Summit Trail Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Summit Trail Advisors’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
-9,654
Closed -$510K – 264
2018
Q3 		$510K Buy
9,654
+5,865
+155% +$320K 0.11% 99
2018
Q2 		$195K Sell
3,789
-16,110
-81% -$911K 0.07% 145
2018
Q1 		$880K Sell
19,899
-225
-1% -$15.3K 0.15% 149
2017
Q4 		$1.54M Buy
+20,124
New +$1.44M 0.19% 104

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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

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

Summit Trail Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 9,654 shares — an estimated $510K sold.

Summit Trail Advisors first reported a position in EQM in Q4 2017 and held it in 4 quarters. The position peaked at $1.54M in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Summit Trail Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 9,654 EQM Midstream Partners, LP shares in Q4 2018, an estimated $510K.
  • Summit Trail Advisors first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 4 quarters.
  • Summit Trail Advisors's EQM Midstream Partners, LP position peaked at $1.54M in Q4 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

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