TG
EQM

TCW Group’s EQM Midstream Partners, LP EQM Stock Holding History

TCW Group’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
Q4 		– Sell
-19,226
Closed -$1.47M – 718
2016
Q3 		$1.47M Sell
19,226
-400
-2% -$31.2K 0.01% 407
2016
Q2 		$1.58M Buy
19,626
+4,659
+31% +$351K 0.01% 383
2016
Q1 		$1.11M Sell
14,967
-3,835
-20% -$269K 0.01% 456
2015
Q4 		$1.42M Sell
18,802
-2,222
-11% -$158K 0.01% 428
2015
Q3 		$1.4M Buy
21,024
+1,584
+8% +$120K 0.01% 433
2015
Q2 		$1.58M Buy
19,440
+1,472
+8% +$123K 0.01% 436
2015
Q1 		$1.4M Buy
17,968
+522
+3% +$42.9K 0.01% 672
2014
Q4 		$1.53M Buy
17,446
+4,218
+32% +$364K 0.01% 653
2014
Q3 		$1.19M Buy
13,228
+3,048
+30% +$280K ﹤0.01% 695
2014
Q2 		$985K Buy
10,180
+273
+3% +$22.2K ﹤0.01% 701
2014
Q1 		$697K Buy
+9,907
New +$636K ﹤0.01% 717

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCW Group's EQM Position: Q4 2016 in Review

TCW Group sold out of EQM Midstream Partners, LP (EQM) in Q4 2016, closing a stake of 19,226 shares — an estimated $1.47M sold.

TCW Group first reported a position in EQM in Q1 2014 and held it in 11 quarters. The position peaked at $1.58M in Q2 2015. 187 funds tracked by Wall St. Rank hold EQM as of Q4 2016.

  • TCW Group reported no remaining EQM Midstream Partners, LP position as of Q4 2016 after selling out during the quarter.
  • TCW Group sold 19,226 EQM Midstream Partners, LP shares in Q4 2016, an estimated $1.47M.
  • TCW Group first reported a position in EQM Midstream Partners, LP in Q1 2014 and held it in 11 quarters.
  • TCW Group's EQM Midstream Partners, LP position peaked at $1.58M in Q2 2015.
  • 187 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2016.

Based on TCW Group's 13F filing for Q4 2016, filed 10 Feb 2017.