Telemus Capital’s EQM Midstream Partners, LP EQM Stock Holding History

Telemus Capital’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
2020 Q1	–	Sell	-7,835	Closed	-$234K	–	442
2019 Q4	$234K	Hold	7,835	–	–	0.02%	342
2019 Q3	$256K	Hold	7,835	–	–	0.02%	334
2019 Q2	$274K	Hold	7,835	–	–	0.02%	305
2019 Q1	$362K	Sell	7,835 -6,600	-46%	-$289K	0.03%	308
2018 Q4	$624K	Hold	14,435	–	–	0.05%	240
2018 Q3	$762K	Buy	14,435 +5,920	+70%	+$323K	0.06%	236
2018 Q2	$439K	Buy	+8,515	New	+$482K	0.03%	308

Other funds holding EQM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

HFA

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

TCA

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Telemus Capital's EQM Position: Q1 2020 in Review

Telemus Capital sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 7,835 shares — an estimated $234K sold.

Telemus Capital first reported a position in EQM in Q2 2018 and held it in 7 quarters. The position peaked at $762K in Q3 2018. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

Telemus Capital reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
Telemus Capital sold 7,835 EQM Midstream Partners, LP shares in Q1 2020, an estimated $234K.
Telemus Capital first reported a position in EQM Midstream Partners, LP in Q2 2018 and held it in 7 quarters.
Telemus Capital's EQM Midstream Partners, LP position peaked at $762K in Q3 2018.
122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Telemus Capital's 13F filing for Q1 2020, filed 5 Jun 2020.