Advisory Research’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Advisory Research’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
2018 Q4	–	Sell	-1,122,356	Closed	-$20.1M	–	408
2018 Q3	$20.1M	Buy	+1,122,356	New	+$18M	0.33%	77

Other funds holding DM

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Research's DM Position: Q4 2018 in Review

Advisory Research sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2018, closing a stake of 1,122,356 shares — an estimated $20.1M sold.

Advisory Research first reported a position in DM in Q3 2018 and held it in 1 quarter. The position peaked at $20.1M in Q3 2018. 98 funds tracked by Wall St. Rank hold DM as of Q4 2018.

Advisory Research reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2018 after selling out during the quarter.
Advisory Research sold 1,122,356 Dominion Energy Midstream Ptr LP shares in Q4 2018, an estimated $20.1M.
Advisory Research first reported a position in Dominion Energy Midstream Ptr LP in Q3 2018 and held it in 1 quarter.
Advisory Research's Dominion Energy Midstream Ptr LP position peaked at $20.1M in Q3 2018.
98 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2018.

Based on Advisory Research's 13F filing for Q4 2018, filed 13 Feb 2019.