BCA
DM

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

Berman Capital Advisors’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
-1,496
Closed -$26K – 1562
2018
Q4 		$26K Buy
+1,496
New +$27.5K 0.01% 341

Other funds holding DM

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

Berman Capital Advisors's DM Position: Q1 2019 in Review

Berman Capital Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 1,496 shares — an estimated $26K sold.

Berman Capital Advisors first reported a position in DM in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Berman Capital Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 1,496 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $26K.
  • Berman Capital Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Dominion Energy Midstream Ptr LP position peaked at $26K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.