AC
DM

Avestar Capital’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Avestar Capital’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
-325
Closed -$4K – 1021
2018
Q4 		$4K Sell
325
-767
-70% -$14.1K ﹤0.01% 577
2018
Q3 		$17K Buy
1,092
+81
+8% +$1.3K 0.01% 391
2018
Q2 		$11K Buy
1,011
+320
+46% +$4.57K 0.01% 456
2018
Q1 		$9K Buy
691
+218
+46% +$5.8K 0.01% 455
2017
Q4 		$14K Buy
+473
New +$14.9K 0.01% 398

Other funds holding DM

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

Avestar Capital's DM Position: Q1 2019 in Review

Avestar Capital sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 325 shares — an estimated $4K sold.

Avestar Capital first reported a position in DM in Q4 2017 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Avestar Capital reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Avestar Capital sold 325 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $4K.
  • Avestar Capital first reported a position in Dominion Energy Midstream Ptr LP in Q4 2017 and held it in 5 quarters.
  • Avestar Capital's Dominion Energy Midstream Ptr LP position peaked at $17K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Avestar Capital's 13F filing for Q1 2019, filed 9 May 2019.