UCFA
ETRN

United Capital Financial Advisors’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

United Capital Financial 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
Q1 		– Sell
-11,993
Closed -$240K – 1413
2018
Q4 		$240K Buy
+11,993
New +$253K ﹤0.01% 1144

Other funds holding ETRN

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

United Capital Financial Advisors's ETRN Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2019, closing a stake of 11,993 shares — an estimated $240K sold.

United Capital Financial Advisors first reported a position in ETRN in Q4 2018 and held it in 1 quarter. The position peaked at $240K in Q4 2018. 296 funds tracked by Wall St. Rank hold ETRN as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,993 Equitrans Midstream Corporation Common Stock shares in Q1 2019, an estimated $240K.
  • United Capital Financial Advisors first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's Equitrans Midstream Corporation Common Stock position peaked at $240K in Q4 2018.
  • 296 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.