EIM
ETRN

Essex Investment Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Essex Investment Management’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
2021
Q1 		– Sell
-390
Closed -$3K – 514
2020
Q4 		$3K Sell
390
-138,523
-100% -$1.11M ﹤0.01% 467
2020
Q3 		$1.18M Buy
+138,913
New +$1.36M 0.17% 191

Other funds holding ETRN

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Essex Investment Management's ETRN Position: Q1 2021 in Review

Essex Investment Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2021, closing a stake of 390 shares — an estimated $3K sold.

Essex Investment Management first reported a position in ETRN in Q3 2020 and held it in 2 quarters. The position peaked at $1.18M in Q3 2020. 327 funds tracked by Wall St. Rank hold ETRN as of Q1 2021.

  • Essex Investment Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Essex Investment Management sold 390 Equitrans Midstream Corporation Common Stock shares in Q1 2021, an estimated $3K.
  • Essex Investment Management first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2020 and held it in 2 quarters.
  • Essex Investment Management's Equitrans Midstream Corporation Common Stock position peaked at $1.18M in Q3 2020.
  • 327 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.