Advisory Research’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Advisory Research’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 Q3	–	Sell	-1,002,105	Closed	-$19.8M	–	375
2019 Q2	$19.8M	Sell	1,002,105 -25,300	-2%	-$526K	0.39%	72
2019 Q1	$22.4M	Sell	1,027,405 -255,045	-20%	-$5.11M	0.43%	64
2018 Q4	$25.7M	Buy	+1,282,450	New	+$27.1M	0.54%	51

Other funds holding ETRN

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisory Research's ETRN Position: Q3 2019 in Review

Advisory Research sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2019, closing a stake of 1,002,105 shares — an estimated $19.8M sold.

Advisory Research first reported a position in ETRN in Q4 2018 and held it in 3 quarters. The position peaked at $25.7M in Q4 2018. 282 funds tracked by Wall St. Rank hold ETRN as of Q3 2019.

Advisory Research reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2019 after selling out during the quarter.
Advisory Research sold 1,002,105 Equitrans Midstream Corporation Common Stock shares in Q3 2019, an estimated $19.8M.
Advisory Research first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 3 quarters.
Advisory Research's Equitrans Midstream Corporation Common Stock position peaked at $25.7M in Q4 2018.
282 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.