SCM
ETRN

Shelton Capital Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Shelton Capital Management’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
-17,653
Closed -$229K – 787
2024
Q2 		$229K Sell
17,653
-1,033
-6% -$13.9K 0.01% 623
2024
Q1 		$233K Hold
18,686
– – 0.01% 645
2023
Q4 		$190K Sell
18,686
-1,441
-7% -$13.6K 0.01% 705
2023
Q3 		$189K Hold
20,127
– – 0.01% 670
2023
Q2 		$192K Hold
20,127
– – 0.01% 699
2023
Q1 		$116K Hold
20,127
– – ﹤0.01% 719
2022
Q4 		$135K Hold
20,127
– – 0.01% 666
2022
Q3 		$151K Hold
20,127
– – 0.01% 662
2022
Q2 		$128K Hold
20,127
– – 0.01% 701
2022
Q1 		$170K Hold
20,127
– – 0.01% 795
2021
Q4 		$208K Hold
20,127
– – 0.01% 782
2021
Q3 		$204K Hold
20,127
– – 0.01% 763
2021
Q2 		$171K Buy
20,127
+2,487
+14% +$21.1K 0.01% 810
2021
Q1 		$144K Hold
17,640
– – 0.01% 796
2020
Q4 		$142K Hold
17,640
– – 0.01% 707
2020
Q3 		$149K Buy
17,640
+5,616
+47% +$54.9K 0.01% 718
2020
Q2 		$100K Sell
12,024
-923
-7% -$7.27K 0.01% 640
2020
Q1 		$65K Sell
12,947
-854
-6% -$7.47K ﹤0.01% 617
2019
Q4 		$184K Hold
13,801
– – 0.01% 779
2019
Q3 		$201K Sell
13,801
-5,385
-28% -$82.8K 0.01% 755
2019
Q2 		$378K Buy
+19,186
New +$399K 0.02% 443

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 $59.2B AUM 26.02% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

Shelton Capital Management's ETRN Position: Q3 2024 in Review

Shelton Capital Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q3 2024, closing a stake of 17,653 shares — an estimated $229K sold.

Shelton Capital Management first reported a position in ETRN in Q2 2019 and held it in 21 quarters. The position peaked at $378K in Q2 2019. 5 funds tracked by Wall St. Rank hold ETRN as of Q3 2024.

  • Shelton Capital Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Shelton Capital Management sold 17,653 Equitrans Midstream Corporation Common Stock shares in Q3 2024, an estimated $229K.
  • Shelton Capital Management first reported a position in Equitrans Midstream Corporation Common Stock in Q2 2019 and held it in 21 quarters.
  • Shelton Capital Management's Equitrans Midstream Corporation Common Stock position peaked at $378K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q3 2024.

Based on Shelton Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.