WP
EQM

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

WealthPLAN Partners’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
2015
Q4 		$74 Buy
+982
New +$69.8K ﹤0.01% 1646
2015
Q2 		$44K Buy
+534
New +$44.4K 0.02% 185

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WealthPLAN Partners's EQM Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in EQM Midstream Partners, LP (EQM) in Q4 2015: 982 shares worth $74. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in EQM as recently as Q2 2015.

WealthPLAN Partners first reported a position in EQM in Q2 2015 and has held it in 2 quarters since. The position peaked at $44K in Q2 2015. 164 funds tracked by Wall St. Rank hold EQM as of Q4 2015.

  • WealthPLAN Partners held 982 shares of EQM Midstream Partners, LP worth $74 as of Q4 2015.
  • EQM Midstream Partners, LP was a new WealthPLAN Partners position in Q4 2015.
  • EQM Midstream Partners, LP made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1646 holding.
  • WealthPLAN Partners first reported a position in EQM Midstream Partners, LP in Q2 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's EQM Midstream Partners, LP position peaked at $44K in Q2 2015.
  • 164 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.