V
EQM

Veritable’s EQM Midstream Partners, LP EQM Stock Holding History

Veritable’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
Q4 		– Sell
-5,386
Closed -$284K – 845
2018
Q3 		$284K Sell
5,386
-17
-0.3% -$927 0.01% 660
2018
Q2 		$279K Sell
5,403
-338
-6% -$19.1K 0.01% 663
2018
Q1 		$339K Buy
5,741
+18
+0.3% +$1.22K 0.01% 599
2017
Q4 		$418K Buy
5,723
+26
+0.5% +$1.86K 0.01% 550
2017
Q3 		$427K Buy
5,697
+17
+0.3% +$1.28K 0.01% 530
2017
Q2 		$424K Buy
5,680
+269
+5% +$20.1K 0.01% 546
2017
Q1 		$416K Hold
5,411
– – 0.01% 528
2016
Q4 		$415K Hold
5,411
– – 0.01% 514
2016
Q3 		$412K Buy
5,411
+237
+5% +$18.5K 0.01% 513
2016
Q2 		$415K Hold
5,174
– – 0.01% 490
2016
Q1 		$385K Hold
5,174
– – 0.01% 503
2015
Q4 		$390K Hold
5,174
– – 0.01% 528
2015
Q3 		$343K Sell
5,174
-361
-7% -$27.3K 0.01% 538
2015
Q2 		$451K Sell
5,535
-1,395
-20% -$116K 0.01% 488
2015
Q1 		$538K Buy
6,930
+644
+10% +$52.9K 0.01% 587
2014
Q4 		$553K Buy
6,286
+149
+2% +$12.9K 0.01% 574
2014
Q3 		$550K Buy
6,137
+963
+19% +$88.6K 0.01% 579
2014
Q2 		$501K Hold
5,174
– – 0.01% 606
2014
Q1 		$364K Hold
5,174
– – 0.01% 669
2013
Q4 		$304K Hold
5,174
– – 0.01% 710
2013
Q3 		$255K Hold
5,174
– – 0.01% 782
2013
Q2 		$253K Buy
+5,174
New +$233K 0.01% 786

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Veritable's EQM Position: Q4 2018 in Review

Veritable sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 5,386 shares — an estimated $284K sold.

Veritable first reported a position in EQM in Q2 2013 and held it in 22 quarters. The position peaked at $553K in Q4 2014. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Veritable reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Veritable sold 5,386 EQM Midstream Partners, LP shares in Q4 2018, an estimated $284K.
  • Veritable first reported a position in EQM Midstream Partners, LP in Q2 2013 and held it in 22 quarters.
  • Veritable's EQM Midstream Partners, LP position peaked at $553K in Q4 2014.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Veritable's 13F filing for Q4 2018, filed 14 Feb 2019.