Creative Planning
ETRN

Creative Planning’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Creative Planning’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
-146,560
Closed -$1.9M – 3349
2024
Q2 		$1.9M Buy
146,560
+23,093
+19% +$310K ﹤0.01% 1013
2024
Q1 		$1.54M Buy
123,467
+21,275
+21% +$228K ﹤0.01% 1085
2023
Q4 		$1.04M Buy
102,192
+9,991
+11% +$94K ﹤0.01% 1207
2023
Q3 		$864K Buy
92,201
+290
+0.3% +$2.77K ﹤0.01% 1240
2023
Q2 		$879K Buy
91,911
+41,433
+82% +$278K ﹤0.01% 1199
2023
Q1 		$292K Buy
50,478
+10,577
+27% +$67.8K ﹤0.01% 1837
2022
Q4 		$267K Buy
39,901
+1,940
+5% +$15K ﹤0.01% 1800
2022
Q3 		$284K Buy
37,961
+12,493
+49% +$104K ﹤0.01% 1683
2022
Q2 		$162K Buy
25,468
+5,619
+28% +$43.4K ﹤0.01% 1912
2022
Q1 		$168K Buy
19,849
+8,635
+77% +$71.2K ﹤0.01% 1922
2021
Q4 		$116K Hold
11,214
– – ﹤0.01% 1939
2021
Q3 		$114K Sell
11,214
-1,361
-11% -$12K ﹤0.01% 1930
2021
Q2 		$107K Sell
12,575
-2,599
-17% -$22K ﹤0.01% 1866
2021
Q1 		$124K Sell
15,174
-847
-5% -$6.45K ﹤0.01% 2210
2020
Q4 		$129K Buy
16,021
+321
+2% +$2.56K ﹤0.01% 1990
2020
Q3 		$133K Sell
15,700
-6,641
-30% -$64.9K ﹤0.01% 1784
2020
Q2 		$186K Buy
+22,341
New +$176K ﹤0.01% 1549
2020
Q1 		– Sell
-10,634
Closed -$142K – 2127
2019
Q4 		$142K Sell
10,634
-363
-3% -$4.5K ﹤0.01% 1708
2019
Q3 		$160K Buy
+10,997
New +$169K ﹤0.01% 1653

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

Creative Planning's ETRN Position: Q3 2024 in Review

Creative Planning sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 146,560 shares — an estimated $1.9M sold.

Creative Planning first reported a position in ETRN in Q3 2019 and held it in 19 quarters. The position peaked at $1.9M in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Creative Planning reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 146,560 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $1.9M.
  • Creative Planning first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2019 and held it in 19 quarters.
  • Creative Planning's Equitrans Midstream Corporation Common Stock position peaked at $1.9M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.