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

Cypress 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
2019 Q1	$285K	Sell	13,075 -4,350	-25%	-$87.1K	0.33%	62
2018 Q4	$349K	Buy	+17,425	New	+$368K	0.48%	52

Other funds holding ETRN

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

TCA

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

IAM

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

Cypress Wealth Advisors's ETRN Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Equitrans Midstream Corporation Common Stock (ETRN) stake by 25% in Q1 2019, selling an estimated $87.1K and leaving 13,075 shares worth $285K. The position accounts for 0.33% of the portfolio, ranked #62.

Cypress Wealth Advisors first reported a position in ETRN in Q4 2018 and has held it in 2 quarters since. The position peaked at $349K in Q4 2018. 296 funds tracked by Wall St. Rank hold ETRN as of Q1 2019.

Cypress Wealth Advisors held 13,075 shares of Equitrans Midstream Corporation Common Stock worth $285K as of Q1 2019.
Cypress Wealth Advisors sold 4,350 Equitrans Midstream Corporation Common Stock shares in Q1 2019, an estimated $87.1K.
Equitrans Midstream Corporation Common Stock made up 0.33% of Cypress Wealth Advisors's portfolio in Q1 2019, its #62 holding.
Cypress Wealth Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and has held it in 2 quarters since.
Cypress Wealth Advisors's Equitrans Midstream Corporation Common Stock position peaked at $349K in Q4 2018.
296 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.