WANY
ETRN

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

Wealthspire Advisors (New York)’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
-37
Closed -$1K – 844
2018
Q4 		$1K Buy
+37
New +$781 ﹤0.01% 860

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 $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthspire Advisors (New York)'s ETRN Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2019, closing a stake of 37 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in ETRN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 296 funds tracked by Wall St. Rank hold ETRN as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 37 Equitrans Midstream Corporation Common Stock shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (New York) first reported a position in Equitrans Midstream Corporation Common Stock in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Equitrans Midstream Corporation Common Stock position peaked at $1K in Q4 2018.
  • 296 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.