OIA
ETRN

Optimum Investment Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-216
Closed -$3K – 1026
2019
Q3 		$3K Buy
+216
New +$3.32K ﹤0.01% 926

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 $6.73T AUM 46.02% 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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Optimum Investment Advisors's ETRN Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q4 2019, closing a stake of 216 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in ETRN in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 279 funds tracked by Wall St. Rank hold ETRN as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 216 Equitrans Midstream Corporation Common Stock shares in Q4 2019, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Equitrans Midstream Corporation Common Stock position peaked at $3K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.