SVB Wealth’s EQM Midstream Partners, LP EQM Stock Holding History

SVB Wealth’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
2016 Q1	–	Sell	-7,905	Closed	-$597K	–	548
2015 Q4	$597K	Buy	+7,905	New	+$562K	0.02%	344

Other funds holding EQM

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's EQM Position: Q1 2016 in Review

SVB Wealth sold out of EQM Midstream Partners, LP (EQM) in Q1 2016, closing a stake of 7,905 shares — an estimated $597K sold.

SVB Wealth first reported a position in EQM in Q4 2015 and held it in 1 quarter. The position peaked at $597K in Q4 2015. 170 funds tracked by Wall St. Rank hold EQM as of Q1 2016.

SVB Wealth reported no remaining EQM Midstream Partners, LP position as of Q1 2016 after selling out during the quarter.
SVB Wealth sold 7,905 EQM Midstream Partners, LP shares in Q1 2016, an estimated $597K.
SVB Wealth first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 1 quarter.
SVB Wealth's EQM Midstream Partners, LP position peaked at $597K in Q4 2015.
170 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2016.

Based on SVB Wealth's 13F filing for Q1 2016, filed 13 May 2016.