WC
EQM

Whitney & Co’s EQM Midstream Partners, LP EQM Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-650
Closed -$29K – 524
2018
Q3 		$29K Hold
650
– – 0.01% 219
2018
Q2 		$34K Hold
650
– – 0.01% 184
2018
Q1 		$38K Buy
+650
New +$44.1K 0.01% 184

Other funds holding EQM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whitney & Co's EQM Position: Q4 2018 in Review

Whitney & Co sold out of EQM Midstream Partners, LP (EQM) in Q4 2018, closing a stake of 650 shares — an estimated $29K sold.

Whitney & Co first reported a position in EQM in Q1 2018 and held it in 3 quarters. The position peaked at $38K in Q1 2018. 192 funds tracked by Wall St. Rank hold EQM as of Q4 2018.

  • Whitney & Co reported no remaining EQM Midstream Partners, LP position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 650 EQM Midstream Partners, LP shares in Q4 2018, an estimated $29K.
  • Whitney & Co first reported a position in EQM Midstream Partners, LP in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's EQM Midstream Partners, LP position peaked at $38K in Q1 2018.
  • 192 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.