WMS Partners’s EQT Corp EQT Stock Holding History

WMS Partners’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-4,960	Closed	-$209K	–	196
2016 Q2	$209K	Buy	+4,960	New	+$193K	0.03%	196
2015 Q3	–	Sell	-4,960	Closed	-$220K	–	222
2015 Q2	$220K	Hold	4,960	–	–	0.03%	249
2015 Q1	$224K	Hold	4,960	–	–	0.03%	238
2014 Q4	$204K	Hold	4,960	–	–	0.03%	201
2014 Q3	$247K	Hold	4,960	–	–	0.04%	214
2014 Q2	$289K	Hold	4,960	–	–	0.04%	196
2014 Q1	$262K	Hold	4,960	–	–	0.04%	203
2013 Q4	$242K	Hold	4,960	–	–	0.04%	200
2013 Q3	$240K	Hold	4,960	–	–	0.05%	166
2013 Q2	$214K	Buy	+4,960	New	+$204K	0.04%	212

Other funds holding EQT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

WMS Partners's EQT Position: Q3 2016 in Review

WMS Partners sold out of EQT Corp (EQT) in Q3 2016, closing a stake of 4,960 shares — an estimated $209K sold.

WMS Partners first reported a position in EQT in Q2 2013 and held it in 10 quarters. The position peaked at $289K in Q2 2014. 472 funds tracked by Wall St. Rank hold EQT as of Q3 2016.

WMS Partners reported no remaining EQT Corp position as of Q3 2016 after selling out during the quarter.
WMS Partners sold 4,960 EQT Corp shares in Q3 2016, an estimated $209K.
WMS Partners first reported a position in EQT Corp in Q2 2013 and held it in 10 quarters.
WMS Partners's EQT Corp position peaked at $289K in Q2 2014.
472 funds tracked by Wall St. Rank held EQT Corp as of Q3 2016.

Based on WMS Partners's 13F filing for Q3 2016, filed 7 Nov 2016.