WAM
ETRN

Wealthspire Advisors (Maryland)’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,289
Closed -$50K – 2170
2019
Q1 		$50K Sell
2,289
-385
-14% -$7.71K ﹤0.01% 901
2018
Q4 		$54K Buy
+2,674
New +$56.4K ﹤0.01% 832

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETRN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q2 2019, closing a stake of 2,289 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in ETRN in Q4 2018 and held it in 2 quarters. The position peaked at $54K in Q4 2018. 291 funds tracked by Wall St. Rank hold ETRN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Equitrans Midstream Corporation Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,289 Equitrans Midstream Corporation Common Stock shares in Q2 2019, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Equitrans Midstream Corporation Common Stock position peaked at $54K in Q4 2018.
  • 291 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.