TrueWealth LLC’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

TrueWealth LLC’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	-800	Closed	-$12K	–	763
2019 Q3	$12K	Hold	800	–	–	0.01%	432
2019 Q2	$16K	Hold	800	–	–	0.01%	406
2019 Q1	$17K	Hold	800	–	–	0.01%	385
2018 Q4	$16K	Buy	+800	New	+$16.9K	0.01%	385

Other funds holding ETRN

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

TrueWealth LLC's ETRN Position: Q4 2019 in Review

TrueWealth LLC sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q4 2019, closing a stake of 800 shares — an estimated $12K sold.

TrueWealth LLC first reported a position in ETRN in Q4 2018 and held it in 4 quarters. The position peaked at $17K in Q1 2019. 279 funds tracked by Wall St. Rank hold ETRN as of Q4 2019.

TrueWealth LLC reported no remaining Equitrans Midstream Corporation Common Stock position as of Q4 2019 after selling out during the quarter.
TrueWealth LLC sold 800 Equitrans Midstream Corporation Common Stock shares in Q4 2019, an estimated $12K.
TrueWealth LLC first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 4 quarters.
TrueWealth LLC's Equitrans Midstream Corporation Common Stock position peaked at $17K in Q1 2019.
279 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q4 2019.

Based on TrueWealth LLC's 13F filing for Q4 2019, filed 22 Jan 2020.