Burt Wealth Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Burt Wealth 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
2020 Q1	–	Sell	-280	Closed	-$4K	–	434
2019 Q4	$4K	Hold	280	–	–	﹤0.01%	302
2019 Q3	$4K	Hold	280	–	–	﹤0.01%	304
2019 Q2	$6K	Hold	280	–	–	﹤0.01%	294
2019 Q1	$6K	Hold	280	–	–	﹤0.01%	299
2018 Q4	$6K	Buy	+280	New	+$5.91K	﹤0.01%	304

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAM

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Burt Wealth Advisors's ETRN Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2020, closing a stake of 280 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in ETRN in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 267 funds tracked by Wall St. Rank hold ETRN as of Q1 2020.

Burt Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 280 Equitrans Midstream Corporation Common Stock shares in Q1 2020, an estimated $4K.
Burt Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 5 quarters.
Burt Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $6K in Q2 2019.
267 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.