WCA
EQM

Whetstone Capital Advisors’s EQM Midstream Partners, LP EQM Stock Holding History

Whetstone Capital Advisors’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 		– Sell
-43,300
Closed -$2.87M – 26
2015
Q3 		$2.87M Buy
+43,300
New +$3.27M 1.08% 18
2015
Q2 		– Sell
-6,091
Closed -$473K – 39
2015
Q1 		$473K Buy
+6,091
New +$501K 0.16% 34

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Whetstone Capital Advisors's EQM Position: Q4 2015 in Review

Whetstone Capital Advisors sold out of EQM Midstream Partners, LP (EQM) in Q4 2015, closing a stake of 43,300 shares — an estimated $2.87M sold.

Whetstone Capital Advisors first reported a position in EQM in Q1 2015 and held it in 2 quarters. The position peaked at $2.87M in Q3 2015. 164 funds tracked by Wall St. Rank hold EQM as of Q4 2015.

  • Whetstone Capital Advisors reported no remaining EQM Midstream Partners, LP position as of Q4 2015 after selling out during the quarter.
  • Whetstone Capital Advisors sold 43,300 EQM Midstream Partners, LP shares in Q4 2015, an estimated $2.87M.
  • Whetstone Capital Advisors first reported a position in EQM Midstream Partners, LP in Q1 2015 and held it in 2 quarters.
  • Whetstone Capital Advisors's EQM Midstream Partners, LP position peaked at $2.87M in Q3 2015.
  • 164 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2015.

Based on Whetstone Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.