United Capital Financial Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-6,946	Closed	-$310K	–	1539
2019 Q2	$310K	Buy	+6,946	New	+$313K	﹤0.01%	1197
2017 Q3	–	Sell	-3,213	Closed	-$240K	–	1350
2017 Q2	$240K	Buy	+3,213	New	+$240K	﹤0.01%	1150
2016 Q4	–	Sell	-3,582	Closed	-$273K	–	1342
2016 Q3	$273K	Buy	+3,582	New	+$279K	﹤0.01%	1100
2015 Q2	–	Sell	-2,572	Closed	-$227K	–	1322
2015 Q1	$227K	Sell	2,572 -231	-8%	-$19K	﹤0.01%	1147
2014 Q4	$247K	Buy	+2,803	New	+$242K	﹤0.01%	1032

Other funds holding EQM

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's EQM Position: Q3 2019 in Review

United Capital Financial Advisors sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 6,946 shares — an estimated $310K sold.

United Capital Financial Advisors first reported a position in EQM in Q4 2014 and held it in 5 quarters. The position peaked at $310K in Q2 2019. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

United Capital Financial Advisors reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 6,946 EQM Midstream Partners, LP shares in Q3 2019, an estimated $310K.
United Capital Financial Advisors first reported a position in EQM Midstream Partners, LP in Q4 2014 and held it in 5 quarters.
United Capital Financial Advisors's EQM Midstream Partners, LP position peaked at $310K in Q2 2019.
152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.