TA
EQM

Tiedemann Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Tiedemann Advisors’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
-22,972
Closed -$687K – 335
2019
Q4 		$687K Hold
22,972
– – 0.03% 191
2019
Q3 		$751K Hold
22,972
– – 0.04% 196
2019
Q2 		$1.03M Buy
22,972
+5,772
+34% +$260K 0.05% 154
2019
Q1 		$795K Sell
17,200
-102,657
-86% -$4.49M 0.04% 246
2018
Q4 		$5.18M Sell
119,857
-37,408
-24% -$1.78M 0.27% 65
2018
Q3 		$8.3M Sell
157,265
-48,863
-24% -$2.66M 0.49% 44
2018
Q2 		$10.6M Sell
206,128
-84,251
-29% -$4.76M 0.68% 36
2018
Q1 		$17.1M Buy
290,379
+31,931
+12% +$2.17M 1.17% 19
2017
Q4 		$18.9M Buy
258,448
+25,772
+11% +$1.84M 1.45% 17
2017
Q3 		$17.5M Buy
232,676
+47,672
+26% +$3.59M 1.57% 13
2017
Q2 		$13.8M Sell
185,004
-10,432
-5% -$780K 1% 20
2017
Q1 		$15M Sell
195,436
-99,313
-34% -$7.76M 1.26% 16
2016
Q4 		$22.6M Buy
294,749
+272,313
+1,214% +$20.2M 2.25% 8
2016
Q3 		$1.71M Buy
22,436
+2,751
+14% +$214K 0.36% 34
2016
Q2 		$1.58M Sell
19,685
-25
-0.1% -$1.89K 1.52% 18
2016
Q1 		$1.47M Buy
19,710
+4,820
+32% +$339K 1.16% 18
2015
Q4 		$1.12M Sell
14,890
-4,615
-24% -$328K 0.43% 28
2015
Q3 		$1.29M Buy
19,505
+4,640
+31% +$351K 1% 20
2015
Q2 		$1.21M Buy
+14,865
New +$1.24M 1.24% 24

Other funds holding EQM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tiedemann Advisors's EQM Position: Q1 2020 in Review

Tiedemann Advisors sold out of EQM Midstream Partners, LP (EQM) in Q1 2020, closing a stake of 22,972 shares — an estimated $687K sold.

Tiedemann Advisors first reported a position in EQM in Q2 2015 and held it in 19 quarters. The position peaked at $22.6M in Q4 2016. 122 funds tracked by Wall St. Rank hold EQM as of Q1 2020.

  • Tiedemann Advisors reported no remaining EQM Midstream Partners, LP position as of Q1 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 22,972 EQM Midstream Partners, LP shares in Q1 2020, an estimated $687K.
  • Tiedemann Advisors first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 19 quarters.
  • Tiedemann Advisors's EQM Midstream Partners, LP position peaked at $22.6M in Q4 2016.
  • 122 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2020.

Based on Tiedemann Advisors's 13F filing for Q1 2020, filed 7 May 2020.