Well Done LLC’s EQM Midstream Partners, LP EQM Stock Holding History

Well Done LLC’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	-264	Closed	-$11K	–	719
2018 Q4	$11K	Buy	+264	New	+$12.6K	﹤0.01%	468

Other funds holding EQM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Well Done LLC's EQM Position: Q1 2019 in Review

Well Done LLC sold out of EQM Midstream Partners, LP (EQM) in Q1 2019, closing a stake of 264 shares — an estimated $11K sold.

Well Done LLC first reported a position in EQM in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 182 funds tracked by Wall St. Rank hold EQM as of Q1 2019.

Well Done LLC reported no remaining EQM Midstream Partners, LP position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 264 EQM Midstream Partners, LP shares in Q1 2019, an estimated $11K.
Well Done LLC first reported a position in EQM Midstream Partners, LP in Q4 2018 and held it in 1 quarter.
Well Done LLC's EQM Midstream Partners, LP position peaked at $11K in Q4 2018.
182 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.