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

Aperio 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
2020 Q4	$3.58M	Sell	444,878 -40,061	-8%	-$320K	0.01%	977
2020 Q3	$4.1M	Buy	484,939 +17,997	+4%	+$176K	0.01%	807
2020 Q2	$3.88M	Buy	466,942 +24,713	+6%	+$195K	0.01%	818
2020 Q1	$2.22M	Buy	442,229 +367,681	+493%	+$3.22M	0.01%	981
2019 Q4	$996K	Buy	+74,548	New	+$925K	﹤0.01%	1438
2019 Q3	–	Sell	-27,661	Closed	-$546K	–	2822
2019 Q2	$546K	Sell	27,661 -2,602	-9%	-$54K	﹤0.01%	1739
2019 Q1	$659K	Sell	30,263 -14,378	-32%	-$288K	﹤0.01%	1587
2018 Q4	$894K	Buy	+44,641	New	+$942K	﹤0.01%	1370

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Aperio Group's ETRN Position: Q4 2020 in Review

Aperio Group reduced its Equitrans Midstream Corporation Common Stock (ETRN) stake by 8.3% in Q4 2020, selling an estimated $320K and leaving 444,878 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #977.

Aperio Group first reported a position in ETRN in Q4 2018 and has held it in 8 quarters since. The position peaked at $4.1M in Q3 2020. 320 funds tracked by Wall St. Rank hold ETRN as of Q4 2020.

Aperio Group held 444,878 shares of Equitrans Midstream Corporation Common Stock worth $3.58M as of Q4 2020.
Aperio Group sold 40,061 Equitrans Midstream Corporation Common Stock shares in Q4 2020, an estimated $320K.
Equitrans Midstream Corporation Common Stock made up 0.01% of Aperio Group's portfolio in Q4 2020, its #977 holding.
Aperio Group first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and has held it in 8 quarters since.
Aperio Group's Equitrans Midstream Corporation Common Stock position peaked at $4.1M in Q3 2020.
320 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.