DI
ETRN

Disciplined Investments’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-107
Closed -$1.02K – 1655
2023
Q2 		$1.02K Buy
107
+55
+106% +$369 ﹤0.01% 957
2023
Q1 		$301 Sell
52
-45
-46% -$288 ﹤0.01% 1395
2022
Q4 		$650 Sell
97
-47
-33% -$365 ﹤0.01% 1082
2022
Q3 		$1K Buy
144
+21
+17% +$176 ﹤0.01% 1164
2022
Q2 		$1K Buy
123
+23
+23% +$177 ﹤0.01% 1195
2022
Q1 		$1K Buy
+100
New +$824 ﹤0.01% 1275

Other funds holding ETRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Disciplined Investments's ETRN Position: Q3 2023 in Review

Disciplined Investments sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2023, closing a stake of 107 shares — an estimated $1.02K sold.

Disciplined Investments first reported a position in ETRN in Q1 2022 and held it in 6 quarters. The position peaked at $1.02K in Q2 2023. 348 funds tracked by Wall St. Rank hold ETRN as of Q3 2023.

  • Disciplined Investments reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 107 Equitrans Midstream Corporation Common Stock shares in Q3 2023, an estimated $1.02K.
  • Disciplined Investments first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Equitrans Midstream Corporation Common Stock position peaked at $1.02K in Q2 2023.
  • 348 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.