Next Financial Group’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Next Financial Group’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 Q4	$90K	Buy	8,727 +8,232	+1,663%	+$85.3K	0.01%	1216
2021 Q3	$5K	Sell	495 -37,769	-99%	-$333K	﹤0.01%	2285
2021 Q2	$326K	Sell	38,264 -2,754	-7%	-$23.3K	0.03%	640
2021 Q1	$335K	Buy	+41,018	New	+$312K	0.03%	576
2019 Q4	–	Sell	-1,500	Closed	-$22K	–	2558
2019 Q3	$22K	Hold	1,500	–	–	﹤0.01%	1412
2019 Q2	$30K	Hold	1,500	–	–	﹤0.01%	1334
2019 Q1	$33K	Hold	1,500	–	–	0.01%	839
2018 Q4	$30K	Buy	+1,500	New	+$31.7K	0.01%	968

Other funds holding ETRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Next Financial Group's ETRN Position: Q4 2021 in Review

Next Financial Group increased its Equitrans Midstream Corporation Common Stock (ETRN) stake by 1,663% in Q4 2021, buying an estimated $85.3K and bringing the position to 8,727 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #1216.

Next Financial Group first reported a position in ETRN in Q4 2018 and has held it in 8 quarters since. The position peaked at $335K in Q1 2021. 316 funds tracked by Wall St. Rank hold ETRN as of Q4 2021.

Next Financial Group held 8,727 shares of Equitrans Midstream Corporation Common Stock worth $90K as of Q4 2021.
Next Financial Group bought 8,232 Equitrans Midstream Corporation Common Stock shares in Q4 2021, an estimated $85.3K.
Equitrans Midstream Corporation Common Stock made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1216 holding.
Next Financial Group first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and has held it in 8 quarters since.
Next Financial Group's Equitrans Midstream Corporation Common Stock position peaked at $335K in Q1 2021.
316 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.