Berman Capital Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$32K	Hold	3,287	–	–	0.01%	846
2021 Q2	$27K	Hold	3,287	–	–	﹤0.01%	802
2021 Q1	$26K	Hold	3,287	–	–	0.01%	708
2020 Q4	$26K	Sell	3,287 -935	-22%	-$7.46K	0.01%	605
2020 Q3	$35K	Buy	4,222 +1,086	+35%	+$10.6K	0.01%	442
2020 Q2	$25K	Buy	3,136 +2,640	+532%	+$20.8K	0.01%	484
2020 Q1	$2K	Buy	496 +193	+64%	+$1.69K	﹤0.01%	1205
2019 Q4	$4K	Buy	+303	New	+$3.76K	﹤0.01%	1057
2019 Q3	–	Sell	-172	Closed	-$3K	–	1612
2019 Q2	$3K	Hold	172	–	–	﹤0.01%	1136
2019 Q1	$3K	Buy	+172	New	+$3.44K	﹤0.01%	1040

Other funds holding ETRN

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

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

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

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's ETRN Position: Q3 2021 in Review

Berman Capital Advisors held its Equitrans Midstream Corporation Common Stock (ETRN) position steady in Q3 2021 at 3,287 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #846.

Berman Capital Advisors first reported a position in ETRN in Q1 2019 and has held it in 10 quarters since. The position peaked at $35K in Q3 2020. 307 funds tracked by Wall St. Rank hold ETRN as of Q3 2021.

Berman Capital Advisors held 3,287 shares of Equitrans Midstream Corporation Common Stock worth $32K as of Q3 2021.
Berman Capital Advisors left its Equitrans Midstream Corporation Common Stock share count unchanged in Q3 2021.
Equitrans Midstream Corporation Common Stock made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #846 holding.
Berman Capital Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Equitrans Midstream Corporation Common Stock position peaked at $35K in Q3 2020.
307 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.