LW
ETRN

Linscomb Wealth’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Linscomb Wealth’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
2019
Q3 		– Sell
-10,873
Closed -$214K – 279
2019
Q2 		$214K Buy
10,873
+1,072
+11% +$22.3K 0.02% 255
2019
Q1 		$213K Buy
+9,801
New +$196K 0.02% 255

Other funds holding ETRN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Linscomb Wealth's ETRN Position: Q3 2019 in Review

Linscomb Wealth sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2019, closing a stake of 10,873 shares — an estimated $214K sold.

Linscomb Wealth first reported a position in ETRN in Q1 2019 and held it in 2 quarters. The position peaked at $214K in Q2 2019. 282 funds tracked by Wall St. Rank hold ETRN as of Q3 2019.

  • Linscomb Wealth reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2019 after selling out during the quarter.
  • Linscomb Wealth sold 10,873 Equitrans Midstream Corporation Common Stock shares in Q3 2019, an estimated $214K.
  • Linscomb Wealth first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2019 and held it in 2 quarters.
  • Linscomb Wealth's Equitrans Midstream Corporation Common Stock position peaked at $214K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2019.

Based on Linscomb Wealth's 13F filing for Q3 2019, filed 8 Nov 2019.