PWPS
ETRN

Pinnacle Wealth Planning Services’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Pinnacle Wealth Planning Services’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
2024
Q3 		– Sell
-15,076
Closed -$196K – 567
2024
Q2 		$196K Hold
15,076
– – 0.03% 430
2024
Q1 		$188K Hold
15,076
– – 0.03% 438
2023
Q4 		$153K Hold
15,076
– – 0.02% 430
2023
Q3 		$141K Hold
15,076
– – 0.02% 386
2023
Q2 		$144K Buy
+15,076
New +$101K 0.02% 406
2021
Q1 		– Sell
-16
Closed – – 2075
2020
Q4 		$0 Buy
+16
New +$128 ﹤0.01% 2324

Other funds holding ETRN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's ETRN Position: Q3 2024 in Review

Pinnacle Wealth Planning Services sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 15,076 shares — an estimated $196K sold.

Pinnacle Wealth Planning Services first reported a position in ETRN in Q4 2020 and held it in 6 quarters. The position peaked at $196K in Q2 2024. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Pinnacle Wealth Planning Services reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 15,076 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $196K.
  • Pinnacle Wealth Planning Services first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2020 and held it in 6 quarters.
  • Pinnacle Wealth Planning Services's Equitrans Midstream Corporation Common Stock position peaked at $196K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2024, filed 13 Nov 2024.