TFO
ETRN

Tarbox Family Office’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-16
Closed – – 1365
2019
Q4 		$0 Hold
16
– – ﹤0.01% 1194
2019
Q3 		$0 Sell
16
-58
-78% -$892 ﹤0.01% 1159
2019
Q2 		$1K Buy
74
+16
+28% +$332 ﹤0.01% 1051
2019
Q1 		$1K Hold
58
– – ﹤0.01% 603
2018
Q4 		$1K Buy
+58
New +$1.22K ﹤0.01% 597

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Tarbox Family Office's ETRN Position: Q1 2020 in Review

Tarbox Family Office sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2020, closing a stake of 16 shares.

Tarbox Family Office first reported a position in ETRN in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 267 funds tracked by Wall St. Rank hold ETRN as of Q1 2020.

  • Tarbox Family Office reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 16 Equitrans Midstream Corporation Common Stock shares in Q1 2020.
  • Tarbox Family Office first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 5 quarters.
  • Tarbox Family Office's Equitrans Midstream Corporation Common Stock position peaked at $1K in Q2 2019.
  • 267 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.