Institutional & Family Asset Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-22,669	Closed	-$234K	–	849
2021 Q4	$234K	Hold	22,669	–	–	0.04%	148
2021 Q3	$230K	Hold	22,669	–	–	0.04%	166
2021 Q2	$193K	Buy	22,669 +1,721	+8%	+$14.6K	0.03%	177
2021 Q1	$171K	Sell	20,948 -7,085	-25%	-$53.9K	0.03%	200
2020 Q4	$225K	Buy	28,033 +3,453	+14%	+$27.6K	0.05%	175
2020 Q3	$208K	Buy	24,580 +140	+0.6%	+$1.37K	0.05%	163
2020 Q2	$203K	Hold	24,440	–	–	0.04%	173
2020 Q1	$123K	Buy	+24,440	New	+$214K	0.03%	186

Other funds holding ETRN

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's ETRN Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2022, closing a stake of 22,669 shares — an estimated $234K sold.

Institutional & Family Asset Management first reported a position in ETRN in Q1 2020 and held it in 8 quarters. The position peaked at $234K in Q4 2021. 315 funds tracked by Wall St. Rank hold ETRN as of Q1 2022.

Institutional & Family Asset Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 22,669 Equitrans Midstream Corporation Common Stock shares in Q1 2022, an estimated $234K.
Institutional & Family Asset Management first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2020 and held it in 8 quarters.
Institutional & Family Asset Management's Equitrans Midstream Corporation Common Stock position peaked at $234K in Q4 2021.
315 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.