TWMP
EQM

Taylor Wealth Management Partners’s EQM Midstream Partners, LP EQM Stock Holding History

Taylor Wealth Management 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
Q4 		– Sell
-75
Closed -$4K – 136
2018
Q3 		$4K Hold
75
– – ﹤0.01% 127
2018
Q2 		$4K Hold
75
– – ﹤0.01% 128
2018
Q1 		$4K Hold
75
– – ﹤0.01% 122
2017
Q4 		$5K Sell
75
-150
-67% -$10.7K ﹤0.01% 143
2017
Q3 		$17K Hold
225
– – 0.01% 116
2017
Q2 		$17K Sell
225
-58,345
-100% -$4.36M 0.01% 118
2017
Q1 		$4.5M Sell
58,570
-1,015
-2% -$79.3K 2.04% 22
2016
Q4 		$4.57M Sell
59,585
-8,850
-13% -$656K 2.11% 19
2016
Q3 		$5.21M Sell
68,435
-4,695
-6% -$366K 2.34% 18
2016
Q2 		$5.87M Buy
73,130
+1,065
+1% +$80.3K 2.35% 20
2016
Q1 		$5.36M Buy
72,065
+3,515
+5% +$247K 2.53% 17
2015
Q4 		$5.17M Buy
68,550
+980
+1% +$69.6K 2.23% 20
2015
Q3 		$4.48M Sell
67,570
-4,475
-6% -$338K 2.16% 19
2015
Q2 		$5.88M Sell
72,045
-535
-0.7% -$44.5K 1.88% 28
2015
Q1 		$5.64M Buy
+72,580
New +$5.96M 1.77% 31

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

Taylor Wealth Management Partners's EQM Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in EQM in Q1 2015 and held it in 15 quarters. The position peaked at $5.88M in Q2 2015. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Taylor Wealth Management Partners reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 75 EQM Midstream Partners, LP shares in Q4 2018, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in EQM Midstream Partners, LP in Q1 2015 and held it in 15 quarters.
  • Taylor Wealth Management Partners's EQM Midstream Partners, LP position peaked at $5.88M in Q2 2015.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.