BCWM
ETRN

Bartlett & Co Wealth Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Bartlett & Co Wealth Management’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
2024
Q3 		– Sell
-7,000
Closed -$90.9K – 1165
2024
Q2 		$90.9K Hold
7,000
– – ﹤0.01% 565
2024
Q1 		$87.4K Hold
7,000
– – ﹤0.01% 581
2023
Q4 		$71.3K Hold
7,000
– – ﹤0.01% 631
2023
Q3 		$65.6K Hold
7,000
– – ﹤0.01% 611
2023
Q2 		$66.9K Buy
+7,000
New +$47K ﹤0.01% 615

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Bartlett & Co Wealth Management's ETRN Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 7,000 shares — an estimated $90.9K sold.

Bartlett & Co Wealth Management first reported a position in ETRN in Q2 2023 and held it in 5 quarters. The position peaked at $90.9K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 7,000 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $90.9K.
  • Bartlett & Co Wealth Management first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2023 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Equitrans Midstream Corporation Common Stock position peaked at $90.9K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.