YWP
EQM

YorkBridge Wealth Partners’s EQM Midstream Partners, LP EQM Stock Holding History

YorkBridge Wealth Partners’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
2017
Q4 		– Sell
-110
Closed -$8K – 931
2017
Q3 		$8K Hold
110
– – ﹤0.01% 666
2017
Q2 		$8K Sell
110
-23
-17% -$1.72K ﹤0.01% 665
2017
Q1 		$10K Hold
133
– – 0.01% 624
2016
Q4 		$10K Buy
+133
New +$9.86K 0.01% 599

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

YorkBridge Wealth Partners's EQM Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of EQM Midstream Partners, LP (EQM) in Q4 2017, closing a stake of 110 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in EQM in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q1 2017. 223 funds tracked by Wall St. Rank hold EQM as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining EQM Midstream Partners, LP position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 110 EQM Midstream Partners, LP shares in Q4 2017, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in EQM Midstream Partners, LP in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's EQM Midstream Partners, LP position peaked at $10K in Q1 2017.
  • 223 funds tracked by Wall St. Rank held EQM Midstream Partners, LP as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.