WAM
EQGP

Wealthspire Advisors (Maryland)’s EQGP Holdings, LP EQGP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EQGP Stock Details EQGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-34
Closed -$1K – 2606
2018
Q2 		$1K Hold
34
– – ﹤0.01% 2410
2018
Q1 		$1K Hold
34
– – ﹤0.01% 2466
2017
Q4 		$1K Hold
34
– – ﹤0.01% 2403
2017
Q3 		$1K Hold
34
– – ﹤0.01% 2199
2017
Q2 		$1K Hold
34
– – ﹤0.01% 2160
2017
Q1 		$1K Hold
34
– – ﹤0.01% 1892
2016
Q4 		$1K Sell
34
-525
-94% -$12.7K ﹤0.01% 1719
2016
Q3 		$14K Hold
559
– – ﹤0.01% 1171
2016
Q2 		$14K Hold
559
– – ﹤0.01% 1121
2016
Q1 		$15K Buy
559
+525
+1,544% +$11.6K ﹤0.01% 1088
2015
Q4 		$1K Buy
+34
New +$802 ﹤0.01% 1688

Other funds holding EQGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EQGP Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of EQGP Holdings, LP (EQGP) in Q3 2018, closing a stake of 34 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EQGP in Q4 2015 and held it in 11 quarters. The position peaked at $15K in Q1 2016. 76 funds tracked by Wall St. Rank hold EQGP as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining EQGP Holdings, LP position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 34 EQGP Holdings, LP shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in EQGP Holdings, LP in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s EQGP Holdings, LP position peaked at $15K in Q1 2016.
  • 76 funds tracked by Wall St. Rank held EQGP Holdings, LP as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.