TC
EQM

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

TFS 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
2013
Q4 		– Sell
-14,012
Closed -$690K – 1709
2013
Q3 		$690K Buy
14,012
+4,722
+51% +$222K 0.03% 726
2013
Q2 		$454K Buy
+9,290
New +$419K 0.02% 940

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TFS Capital's EQM Position: Q4 2013 in Review

TFS Capital sold out of EQM Midstream Partners, LP (EQM) in Q4 2013, closing a stake of 14,012 shares — an estimated $690K sold.

TFS Capital first reported a position in EQM in Q2 2013 and held it in 2 quarters. The position peaked at $690K in Q3 2013. 111 funds tracked by Wall St. Rank hold EQM as of Q4 2013.

  • TFS Capital reported no remaining EQM Midstream Partners, LP position as of Q4 2013 after selling out during the quarter.
  • TFS Capital sold 14,012 EQM Midstream Partners, LP shares in Q4 2013, an estimated $690K.
  • TFS Capital first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 2 quarters.
  • TFS Capital's EQM Midstream Partners, LP position peaked at $690K in Q3 2013.
  • 111 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2013.

Based on TFS Capital's 13F filing for Q4 2013, filed 7 Feb 2014.