Truist Financial
EQM

Truist Financial’s EQM Midstream Partners, LP EQM Stock Holding History

Truist Financial’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
2018
Q1 		– Sell
-10,000
Closed -$731K – 800
2017
Q4 		$731K Hold
10,000
– – 0.01% 527
2017
Q3 		$750K Hold
10,000
– – 0.01% 515
2017
Q2 		$746K Hold
10,000
– – 0.01% 506
2017
Q1 		$769K Hold
10,000
– – 0.02% 509
2016
Q4 		$767K Hold
10,000
– – 0.02% 515
2016
Q3 		$762K Hold
10,000
– – 0.02% 513
2016
Q2 		$803K Buy
+10,000
New +$754K 0.02% 517

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Truist Financial's EQM Position: Q1 2018 in Review

Truist Financial sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 10,000 shares — an estimated $731K sold.

Truist Financial first reported a position in EQM in Q2 2016 and held it in 7 quarters. The position peaked at $803K in Q2 2016. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • Truist Financial reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • Truist Financial sold 10,000 EQM Midstream Partners, LP shares in Q1 2018, an estimated $731K.
  • Truist Financial first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 7 quarters.
  • Truist Financial's EQM Midstream Partners, LP position peaked at $803K in Q2 2016.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on Truist Financial's 13F filing for Q1 2018, filed 20 Apr 2018.