AWM
DM

Avior Wealth Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Avior Wealth Management’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
-1,552
Closed -$27K – 771
2018
Q4 		$27K Sell
1,552
-3,901
-72% -$71.7K 0.01% 505
2018
Q3 		$98K Hold
5,453
– – 0.02% 436
2018
Q2 		$74K Hold
5,453
– – 0.02% 461
2018
Q1 		$84K Hold
5,453
– – 0.02% 454
2017
Q4 		$166K Buy
5,453
+5,128
+1,578% +$161K 0.04% 379
2017
Q3 		$10K Hold
325
– – ﹤0.01% 336
2017
Q2 		$9K Hold
325
– – ﹤0.01% 323
2017
Q1 		$10K Hold
325
– – ﹤0.01% 354
2016
Q4 		$10K Buy
325
+204
+169% +$5.27K ﹤0.01% 336
2016
Q3 		$3K Hold
121
– – ﹤0.01% 418
2016
Q2 		$3K Hold
121
– – ﹤0.01% 408
2016
Q1 		$4K Hold
121
– – ﹤0.01% 411
2015
Q4 		$4K Hold
121
– – ﹤0.01% 383
2015
Q3 		$3K Hold
121
– – ﹤0.01% 363
2015
Q2 		$5K Buy
+121
New +$4.9K ﹤0.01% 315

Other funds holding DM

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

Avior Wealth Management's DM Position: Q1 2019 in Review

Avior Wealth Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 1,552 shares — an estimated $27K sold.

Avior Wealth Management first reported a position in DM in Q2 2015 and held it in 15 quarters. The position peaked at $166K in Q4 2017. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Avior Wealth Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 1,552 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $27K.
  • Avior Wealth Management first reported a position in Dominion Energy Midstream Ptr LP in Q2 2015 and held it in 15 quarters.
  • Avior Wealth Management's Dominion Energy Midstream Ptr LP position peaked at $166K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.