WRF
EQM

Waddell & Reed Financial’s EQM Midstream Partners, LP EQM Stock Holding History

Waddell & Reed 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
Q4 		– Sell
-54,450
Closed -$2.87M – 576
2018
Q3 		$2.87M Sell
54,450
-64,700
-54% -$3.53M 0.01% 508
2018
Q2 		$6.15M Sell
119,150
-14,200
-11% -$803K 0.01% 477
2018
Q1 		$7.87M Hold
133,350
– – 0.02% 444
2017
Q4 		$9.75M Buy
133,350
+4,300
+3% +$307K 0.02% 423
2017
Q3 		$9.68M Sell
129,050
-150
-0.1% -$11.3K 0.02% 415
2017
Q2 		$9.64M Buy
129,200
+400
+0.3% +$29.9K 0.02% 438
2017
Q1 		$9.9M Hold
128,800
– – 0.02% 412
2016
Q4 		$9.88M Buy
128,800
+16,500
+15% +$1.22M 0.02% 409
2016
Q3 		$8.56M Buy
+112,300
New +$8.75M 0.02% 431

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 23.41% 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 $315B AUM 27.84% 1-Year Est. Return

Waddell & Reed Financial's EQM Position: Q4 2018 in Review

Waddell & Reed Financial sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 54,450 shares — an estimated $2.87M sold.

Waddell & Reed Financial first reported a position in EQM in Q3 2016 and held it in 9 quarters. The position peaked at $9.9M in Q1 2017. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Waddell & Reed Financial reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 54,450 EQM Midstream Partners, LP shares in Q4 2018, an estimated $2.87M.
  • Waddell & Reed Financial first reported a position in EQM Midstream Partners, LP in Q3 2016 and held it in 9 quarters.
  • Waddell & Reed Financial's EQM Midstream Partners, LP position peaked at $9.9M in Q1 2017.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.