AF
DM icon

AMG Funds’s Dominion Energy Midstream Ptr LP DM Stock Holding History

AMG Funds’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
Q2 		– Sell
-17,339
Closed -$266K – 113
2018
Q1 		$266K Sell
17,339
-418
-2% -$11.1K 0.15% 110
2017
Q4 		$541K Buy
+17,757
New +$559K 0.29% 111

Other funds holding DM

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AMG Funds's DM Position: Q2 2018 in Review

AMG Funds sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2018, closing a stake of 17,339 shares — an estimated $266K sold.

AMG Funds first reported a position in DM in Q4 2017 and held it in 2 quarters. The position peaked at $541K in Q4 2017. 103 funds tracked by Wall St. Rank hold DM as of Q2 2018.

  • AMG Funds reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2018 after selling out during the quarter.
  • AMG Funds sold 17,339 Dominion Energy Midstream Ptr LP shares in Q2 2018, an estimated $266K.
  • AMG Funds first reported a position in Dominion Energy Midstream Ptr LP in Q4 2017 and held it in 2 quarters.
  • AMG Funds's Dominion Energy Midstream Ptr LP position peaked at $541K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2018.

Based on AMG Funds's 13F filing for Q2 2018, filed 27 Jul 2018.