TWP
EQM

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

TFO Wealth 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
2020
Q2 		– Sell
-379
Closed -$4K – 166
2020
Q1 		$4K Sell
379
-175
-32% -$3.56K ﹤0.01% 109
2019
Q4 		$16K Buy
+554
New +$15.4K 0.01% 111

Other funds holding EQM

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TFO Wealth Partners's EQM Position: Q2 2020 in Review

TFO Wealth Partners sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 379 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in EQM in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

  • TFO Wealth Partners reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 379 EQM Midstream Partners, LP shares in Q2 2020, an estimated $4K.
  • TFO Wealth Partners first reported a position in EQM Midstream Partners, LP in Q4 2019 and held it in 2 quarters.
  • TFO Wealth Partners's EQM Midstream Partners, LP position peaked at $16K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on TFO Wealth Partners's 13F filing for Q2 2020, filed 17 Jul 2020.