TAM
EQM

Trust Asset Management’s EQM Midstream Partners, LP EQM Stock Holding History

Trust Asset Management’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
2019
Q4 		– Sell
-10,850
Closed -$355K – 39
2019
Q3 		$355K Buy
+10,850
New +$381K 0.08% 32

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Trust Asset Management's EQM Position: Q4 2019 in Review

Trust Asset Management sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 10,850 shares — an estimated $355K sold.

Trust Asset Management first reported a position in EQM in Q3 2019 and held it in 1 quarter. The position peaked at $355K in Q3 2019. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

  • Trust Asset Management reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
  • Trust Asset Management sold 10,850 EQM Midstream Partners, LP shares in Q4 2019, an estimated $355K.
  • Trust Asset Management first reported a position in EQM Midstream Partners, LP in Q3 2019 and held it in 1 quarter.
  • Trust Asset Management's EQM Midstream Partners, LP position peaked at $355K in Q3 2019.
  • 153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on Trust Asset Management's 13F filing for Q4 2019, filed 28 Jan 2020.