LFA
ETRN

LGT Financial Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

LGT Financial Advisors’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
Q4 		– Sell
-251
Closed -$2.35K – 1003
2023
Q3 		$2.35K Buy
+251
New +$2.4K ﹤0.01% 800

Other funds holding ETRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

LGT Financial Advisors's ETRN Position: Q4 2023 in Review

LGT Financial Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q4 2023, closing a stake of 251 shares — an estimated $2.35K sold.

LGT Financial Advisors first reported a position in ETRN in Q3 2023 and held it in 1 quarter. The position peaked at $2.35K in Q3 2023. 359 funds tracked by Wall St. Rank hold ETRN as of Q4 2023.

  • LGT Financial Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 251 Equitrans Midstream Corporation Common Stock shares in Q4 2023, an estimated $2.35K.
  • LGT Financial Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Equitrans Midstream Corporation Common Stock position peaked at $2.35K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.