CWA
ETRN

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

Carolina 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
2021
Q1 		– Sell
-2,473
Closed -$20K – 341
2020
Q4 		$20K Hold
2,473
– – 0.02% 119
2020
Q3 		$21K Sell
2,473
-485
-16% -$4.74K 0.02% 99
2020
Q2 		$25K Hold
2,958
– – 0.02% 79
2020
Q1 		$15K Buy
+2,958
New +$25.9K 0.02% 97

Other funds holding ETRN

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Carolina Wealth Advisors's ETRN Position: Q1 2021 in Review

Carolina Wealth Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2021, closing a stake of 2,473 shares — an estimated $20K sold.

Carolina Wealth Advisors first reported a position in ETRN in Q1 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2020. 327 funds tracked by Wall St. Rank hold ETRN as of Q1 2021.

  • Carolina Wealth Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,473 Equitrans Midstream Corporation Common Stock shares in Q1 2021, an estimated $20K.
  • Carolina Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2020 and held it in 4 quarters.
  • Carolina Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $25K in Q2 2020.
  • 327 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2021.

Based on Carolina Wealth Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.