BWM
DM

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

Baystate 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
2017
Q3 		– Sell
-325
Closed -$9K – 712
2017
Q2 		$9K Buy
+325
New +$9.71K ﹤0.01% 362

Other funds holding DM

TCA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's DM Position: Q3 2017 in Review

Baystate Wealth Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2017, closing a stake of 325 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in DM in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 97 funds tracked by Wall St. Rank hold DM as of Q3 2017.

  • Baystate Wealth Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 325 Dominion Energy Midstream Ptr LP shares in Q3 2017, an estimated $9K.
  • Baystate Wealth Management first reported a position in Dominion Energy Midstream Ptr LP in Q2 2017 and held it in 1 quarter.
  • Baystate Wealth Management's Dominion Energy Midstream Ptr LP position peaked at $9K in Q2 2017.
  • 97 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.