Edgestream Partners’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Edgestream 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 Q3	–	Sell	-84,047	Closed	-$1.09M	–	1125
2024 Q2	$1.09M	Sell	84,047 -242,108	-74%	-$3.25M	0.05%	502
2024 Q1	$4.07M	Buy	326,155 +155,867	+92%	+$1.67M	0.2%	165
2023 Q4	$1.73M	Buy	+170,288	New	+$1.6M	0.12%	279

Other funds holding ETRN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $8.74B AUM 14.62% 1-Year Est. Return

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

Edgestream Partners's ETRN Position: Q3 2024 in Review

Edgestream Partners sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 84,047 shares — an estimated $1.09M sold.

Edgestream Partners first reported a position in ETRN in Q4 2023 and held it in 3 quarters. The position peaked at $4.07M in Q1 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

Edgestream Partners reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
Edgestream Partners sold 84,047 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $1.09M.
Edgestream Partners first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2023 and held it in 3 quarters.
Edgestream Partners's Equitrans Midstream Corporation Common Stock position peaked at $4.07M in Q1 2024.
5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.