AG
DM

Advisor Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Advisor Group’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,717
Closed -$31K – 5483
2018
Q4 		$31K Buy
1,717
+5
+0.3% +$92 ﹤0.01% 3522
2018
Q3 		$31K Buy
1,712
+1,491
+675% +$23.9K ﹤0.01% 3619
2018
Q2 		$3K Sell
221
-520
-70% -$7.43K ﹤0.01% 4612
2018
Q1 		$12K Sell
741
-96
-11% -$2.55K ﹤0.01% 3997
2017
Q4 		$25K Sell
837
-168
-17% -$5.29K ﹤0.01% 3581
2017
Q3 		$32K Buy
1,005
+31
+3% +$881 ﹤0.01% 3271
2017
Q2 		$28K Buy
974
+120
+14% +$3.59K ﹤0.01% 3275
2017
Q1 		$28K Buy
854
+265
+45% +$8.31K ﹤0.01% 3141
2016
Q4 		$17K Buy
589
+78
+15% +$2.02K ﹤0.01% 3340
2016
Q3 		$12K Buy
511
+2
+0.4% +$52 ﹤0.01% 3479
2016
Q2 		$14K Buy
+509
New +$15.2K ﹤0.01% 3306

Other funds holding DM

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Advisor Group's DM Position: Q1 2019 in Review

Advisor Group sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 1,717 shares — an estimated $31K sold.

Advisor Group first reported a position in DM in Q2 2016 and held it in 11 quarters. The position peaked at $32K in Q3 2017. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Advisor Group reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 1,717 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $31K.
  • Advisor Group first reported a position in Dominion Energy Midstream Ptr LP in Q2 2016 and held it in 11 quarters.
  • Advisor Group's Dominion Energy Midstream Ptr LP position peaked at $32K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.