TT
EQM

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

Tiedemann Trust’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
Q2 		$16.4M Sell
203,886
-47,735
-19% -$3.6M 3.02% 15
2016
Q1 		$18.7M Buy
251,621
+51,790
+26% +$3.64M 2.88% 11
2015
Q4 		$15.1M Sell
199,831
-40,111
-17% -$2.85M 2.19% 13
2015
Q3 		$15.9M Buy
239,942
+134,052
+127% +$10.1M 1.47% 13
2015
Q2 		$8.63M Buy
+105,890
New +$8.81M 0.72% 24

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Tiedemann Trust's EQM Position: Q2 2016 in Review

Tiedemann Trust reduced its EQM Midstream Partners, LP (EQM) stake by 19% in Q2 2016, selling an estimated $3.6M and leaving 203,886 shares worth $16.4M. The position accounts for 3.02% of the portfolio, ranked #15.

Tiedemann Trust first reported a position in EQM in Q2 2015 and has held it in 5 quarters since. The position peaked at $18.7M in Q1 2016. 184 funds tracked by Wall St. Rank hold EQM as of Q2 2016.

  • Tiedemann Trust held 203,886 shares of EQM Midstream Partners, LP worth $16.4M as of Q2 2016.
  • Tiedemann Trust sold 47,735 EQM Midstream Partners, LP shares in Q2 2016, an estimated $3.6M.
  • EQM Midstream Partners, LP made up 3.02% of Tiedemann Trust's portfolio in Q2 2016, its #15 holding.
  • Tiedemann Trust first reported a position in EQM Midstream Partners, LP in Q2 2015 and has held it in 5 quarters since.
  • Tiedemann Trust's EQM Midstream Partners, LP position peaked at $18.7M in Q1 2016.
  • 184 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.