WAM
EQM

Wealthspire Advisors (Maryland)’s EQM Midstream Partners, LP EQM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-548
Closed -$24K – 2646
2018
Q4 		$24K Hold
548
– – ﹤0.01% 1134
2018
Q3 		$29K Sell
548
-509
-48% -$27.8K ﹤0.01% 1171
2018
Q2 		$55K Sell
1,057
-61
-5% -$3.45K 0.01% 944
2018
Q1 		$66K Buy
1,118
+88
+9% +$5.97K 0.01% 884
2017
Q4 		$75K Buy
1,030
+126
+14% +$9.01K 0.01% 835
2017
Q3 		$68K Buy
904
+90
+11% +$6.77K 0.01% 867
2017
Q2 		$61K Sell
814
-130
-14% -$9.72K 0.01% 880
2017
Q1 		$73K Buy
944
+530
+128% +$41.4K 0.01% 694
2016
Q4 		$32K Sell
414
-200
-33% -$14.8K ﹤0.01% 895
2016
Q3 		$47K Buy
614
+228
+59% +$17.8K 0.01% 795
2016
Q2 		$31K Buy
386
+31
+9% +$2.34K 0.01% 860
2016
Q1 		$26K Buy
355
+250
+238% +$17.6K ﹤0.01% 880
2015
Q4 		$8K Buy
+105
New +$7.46K ﹤0.01% 1261

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EQM Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 548 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in EQM in Q4 2015 and held it in 13 quarters. The position peaked at $75K in Q4 2017. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 548 EQM Midstream Partners, LP shares in Q1 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in EQM Midstream Partners, LP in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s EQM Midstream Partners, LP position peaked at $75K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.