WA
EQM

WealthTrust-Arizona’s EQM Midstream Partners, LP EQM Stock Holding History

WealthTrust-Arizona’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
2014
Q2 		– Sell
-500
Closed -$35K – 730
2014
Q1 		$35K Buy
+500
New +$32.1K 0.04% 208

Other funds holding EQM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrust-Arizona's EQM Position: Q2 2014 in Review

WealthTrust-Arizona sold out of EQM Midstream Partners, LP (EQM) in Q2 2014, closing a stake of 500 shares — an estimated $35K sold.

WealthTrust-Arizona first reported a position in EQM in Q1 2014 and held it in 1 quarter. The position peaked at $35K in Q1 2014. 130 funds tracked by Wall St. Rank hold EQM as of Q2 2014.

  • WealthTrust-Arizona reported no remaining EQM Midstream Partners, LP position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 500 EQM Midstream Partners, LP shares in Q2 2014, an estimated $35K.
  • WealthTrust-Arizona first reported a position in EQM Midstream Partners, LP in Q1 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's EQM Midstream Partners, LP position peaked at $35K in Q1 2014.
  • 130 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.