Cedar Brook Financial Partners’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-19,116	Closed	-$239K	–	437
2024 Q1	$239K	Sell	19,116 -231	-1%	-$2.48K	0.05%	372
2023 Q4	$208K	Buy	19,347 +4,622	+31%	+$43.5K	0.05%	387
2023 Q3	$138K	Buy	14,725 +1,042	+8%	+$9.94K	0.04%	368
2023 Q2	$131K	Buy	13,683 +957	+8%	+$6.42K	0.03%	394
2023 Q1	$73.6K	Buy	12,726 +780	+7%	+$5K	0.02%	383
2022 Q4	$80K	Buy	+11,946	New	+$92.7K	0.02%	367

Other funds holding ETRN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

TCA

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

Cedar Brook Financial Partners's ETRN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2024, closing a stake of 19,116 shares — an estimated $239K sold.

Cedar Brook Financial Partners first reported a position in ETRN in Q4 2022 and held it in 6 quarters. The position peaked at $239K in Q1 2024. 375 funds tracked by Wall St. Rank hold ETRN as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 19,116 Equitrans Midstream Corporation Common Stock shares in Q2 2024, an estimated $239K.
Cedar Brook Financial Partners first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2022 and held it in 6 quarters.
Cedar Brook Financial Partners's Equitrans Midstream Corporation Common Stock position peaked at $239K in Q1 2024.
375 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.