WA
EQM

Wambolt & Associates’s EQM Midstream Partners, LP EQM Stock Holding History

Wambolt & Associates’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
-6,028
Closed -$269K – 167
2019
Q2 		$269K Buy
6,028
+911
+18% +$41K 0.23% 132
2019
Q1 		$235K Buy
+5,117
New +$224K 0.21% 134

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
UBS Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wambolt & Associates's EQM Position: Q3 2019 in Review

Wambolt & Associates sold out of EQM Midstream Partners, LP (EQM) in Q3 2019, closing a stake of 6,028 shares — an estimated $269K sold.

Wambolt & Associates first reported a position in EQM in Q1 2019 and held it in 2 quarters. The position peaked at $269K in Q2 2019. 152 funds tracked by Wall St. Rank hold EQM as of Q3 2019.

  • Wambolt & Associates reported no remaining EQM Midstream Partners, LP position as of Q3 2019 after selling out during the quarter.
  • Wambolt & Associates sold 6,028 EQM Midstream Partners, LP shares in Q3 2019, an estimated $269K.
  • Wambolt & Associates first reported a position in EQM Midstream Partners, LP in Q1 2019 and held it in 2 quarters.
  • Wambolt & Associates's EQM Midstream Partners, LP position peaked at $269K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q3 2019.

Based on Wambolt & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.