AG
ETRN

Advisor Group’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Advisor Group’s Portfolio ETRN Stock Details ETRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$40K Sell
2,913
-954
-25% -$11.8K ﹤0.01% 3570
2019
Q3 		$56K Buy
3,867
+305
+9% +$4.69K ﹤0.01% 3316
2019
Q2 		$70K Sell
3,562
-1,677
-32% -$34.8K ﹤0.01% 3131
2019
Q1 		$114K Buy
5,239
+198
+4% +$3.96K ﹤0.01% 2755
2018
Q4 		$101K Buy
+5,041
New +$106K ﹤0.01% 2650

Other funds holding ETRN

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Advisor Group's ETRN Position: Q4 2019 in Review

Advisor Group reduced its Equitrans Midstream Corporation Common Stock (ETRN) stake by 25% in Q4 2019, selling an estimated $11.8K and leaving 2,913 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

Advisor Group first reported a position in ETRN in Q4 2018 and has held it in 5 quarters since. The position peaked at $114K in Q1 2019. 279 funds tracked by Wall St. Rank hold ETRN as of Q4 2019.

  • Advisor Group held 2,913 shares of Equitrans Midstream Corporation Common Stock worth $40K as of Q4 2019.
  • Advisor Group sold 954 Equitrans Midstream Corporation Common Stock shares in Q4 2019, an estimated $11.8K.
  • Equitrans Midstream Corporation Common Stock made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3570 holding.
  • Advisor Group first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Equitrans Midstream Corporation Common Stock position peaked at $114K in Q1 2019.
  • 279 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.