KI
ETRN

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

Kula 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
Q1 		– Sell
-35,865
Closed -$240K – 895
2022
Q4 		$240K Buy
+35,865
New +$278K 0.07% 459

Other funds holding ETRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kula Investments's ETRN Position: Q1 2023 in Review

Kula Investments sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2023, closing a stake of 35,865 shares — an estimated $240K sold.

Kula Investments first reported a position in ETRN in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 322 funds tracked by Wall St. Rank hold ETRN as of Q1 2023.

  • Kula Investments reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 35,865 Equitrans Midstream Corporation Common Stock shares in Q1 2023, an estimated $240K.
  • Kula Investments first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Equitrans Midstream Corporation Common Stock position peaked at $240K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.