TIS
EQM

Tortoise Index Solutions’s EQM Midstream Partners, LP EQM Stock Holding History

Tortoise Index Solutions’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
-45,181
Closed -$533K – 106
2020
Q1 		$533K Sell
45,181
-10,212
-18% -$208K 0.22% 36
2019
Q4 		$1.66M Buy
55,393
+20,388
+58% +$567K 0.36% 34
2019
Q3 		$1.15M Buy
35,005
+6,987
+25% +$245K 0.35% 34
2019
Q2 		$1.25M Buy
28,018
+195
+0.7% +$8.78K 0.37% 35
2019
Q1 		$1.28M Buy
27,823
+4,143
+17% +$181K 0.38% 35
2018
Q4 		$1.02M Buy
23,680
+13,303
+128% +$634K 0.39% 32
2018
Q3 		$548K Buy
10,377
+1,469
+16% +$80.1K 0.36% 35
2018
Q2 		$460K Buy
8,908
+1,242
+16% +$70.2K 0.33% 38
2018
Q1 		$453K Buy
7,666
+81
+1% +$5.5K 0.42% 34
2017
Q4 		$554K Buy
+7,585
New +$542K 0.49% 31
2015
Q3 		$70K Buy
1,060
+140
+15% +$10.6K 0.35% 44
2015
Q2 		$75K Buy
+920
New +$76.6K 0.34% 41

Other funds holding EQM

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

Tortoise Index Solutions's EQM Position: Q2 2020 in Review

Tortoise Index Solutions sold out of EQM Midstream Partners, LP (EQM) in Q2 2020, closing a stake of 45,181 shares — an estimated $533K sold.

Tortoise Index Solutions first reported a position in EQM in Q2 2015 and held it in 12 quarters. The position peaked at $1.66M in Q4 2019. 2 funds tracked by Wall St. Rank hold EQM as of Q2 2020.

  • Tortoise Index Solutions reported no remaining EQM Midstream Partners, LP position as of Q2 2020 after selling out during the quarter.
  • Tortoise Index Solutions sold 45,181 EQM Midstream Partners, LP shares in Q2 2020, an estimated $533K.
  • Tortoise Index Solutions first reported a position in EQM Midstream Partners, LP in Q2 2015 and held it in 12 quarters.
  • Tortoise Index Solutions's EQM Midstream Partners, LP position peaked at $1.66M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2020.

Based on Tortoise Index Solutions's 13F filing for Q2 2020, filed 14 Aug 2020.