William Blair & Company
EQM

William Blair & Company’s EQM Midstream Partners, LP EQM Stock Holding History

William Blair & Company’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
Q1 		– Sell
-3,555
Closed -$260K – 1622
2017
Q4 		$260K Buy
3,555
+150
+4% +$10.7K ﹤0.01% 1175
2017
Q3 		$255K Sell
3,405
-425
-11% -$32K ﹤0.01% 1178
2017
Q2 		$286K Sell
3,830
-250
-6% -$18.7K ﹤0.01% 1213
2017
Q1 		$322K Sell
4,080
-494
-11% -$38.6K ﹤0.01% 1044
2016
Q4 		$351K Buy
4,574
+146
+3% +$10.8K ﹤0.01% 942
2016
Q3 		$337K Buy
4,428
+410
+10% +$31.9K ﹤0.01% 980
2016
Q2 		$323K Buy
+4,018
New +$303K ﹤0.01% 954

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

William Blair & Company's EQM Position: Q1 2018 in Review

William Blair & Company sold out of EQM Midstream Partners, LP (EQM) in Q1 2018, closing a stake of 3,555 shares — an estimated $260K sold.

William Blair & Company first reported a position in EQM in Q2 2016 and held it in 7 quarters. The position peaked at $351K in Q4 2016. 207 funds tracked by Wall St. Rank hold EQM as of Q1 2018.

  • William Blair & Company reported no remaining EQM Midstream Partners, LP position as of Q1 2018 after selling out during the quarter.
  • William Blair & Company sold 3,555 EQM Midstream Partners, LP shares in Q1 2018, an estimated $260K.
  • William Blair & Company first reported a position in EQM Midstream Partners, LP in Q2 2016 and held it in 7 quarters.
  • William Blair & Company's EQM Midstream Partners, LP position peaked at $351K in Q4 2016.
  • 207 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q1 2018.

Based on William Blair & Company's 13F filing for Q1 2018, filed 15 May 2018.