SP
EQM

SWS Partners’s EQM Midstream Partners, LP EQM Stock Holding History

SWS Partners’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
Q2 		– Sell
-916
Closed -$53K – 349
2018
Q1 		$53K Sell
916
-365
-28% -$24.8K 0.04% 140
2017
Q4 		$94K Buy
+1,281
New +$91.5K 0.07% 96

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWS Partners's EQM Position: Q2 2018 in Review

SWS Partners sold out of EQM Midstream Partners, LP (EQM) in Q2 2018, closing a stake of 916 shares — an estimated $53K sold.

SWS Partners first reported a position in EQM in Q4 2017 and held it in 2 quarters. The position peaked at $94K in Q4 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q2 2018.

  • SWS Partners reported no remaining EQM Midstream Partners, LP position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 916 EQM Midstream Partners, LP shares in Q2 2018, an estimated $53K.
  • SWS Partners first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 2 quarters.
  • SWS Partners's EQM Midstream Partners, LP position peaked at $94K in Q4 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.