TrustCore Financial Services’s EQM Midstream Partners, LP EQM Stock Holding History

TrustCore Financial Services’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	-104	Closed	-$3K	–	1004
2019 Q3	$3K	Hold	104	–	–	﹤0.01%	838
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	755
2019 Q1	$5K	Hold	104	–	–	﹤0.01%	685
2018 Q4	$5K	Hold	104	–	–	﹤0.01%	346
2018 Q3	$6K	Hold	104	–	–	﹤0.01%	653
2018 Q2	$5K	Hold	104	–	–	﹤0.01%	691
2018 Q1	$6K	Buy	104 +1	+1%	+$68	﹤0.01%	578
2017 Q4	$8K	Buy	+103	New	+$7.36K	﹤0.01%	525

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TrustCore Financial Services's EQM Position: Q4 2019 in Review

TrustCore Financial Services sold out of EQM Midstream Partners, LP (EQM) in Q4 2019, closing a stake of 104 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in EQM in Q4 2017 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 153 funds tracked by Wall St. Rank hold EQM as of Q4 2019.

TrustCore Financial Services reported no remaining EQM Midstream Partners, LP position as of Q4 2019 after selling out during the quarter.
TrustCore Financial Services sold 104 EQM Midstream Partners, LP shares in Q4 2019, an estimated $3K.
TrustCore Financial Services first reported a position in EQM Midstream Partners, LP in Q4 2017 and held it in 8 quarters.
TrustCore Financial Services's EQM Midstream Partners, LP position peaked at $8K in Q4 2017.
153 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2019.

Based on TrustCore Financial Services's 13F filing for Q4 2019, filed 30 Jan 2020.