CIAS
DM

Capital Investment Advisory Services’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Capital Investment Advisory Services’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
-24,910
Closed -$449K – 1323
2018
Q4 		$449K Buy
24,910
+8,792
+55% +$162K 0.19% 104
2018
Q3 		$289K Buy
16,118
+5,376
+50% +$86.1K 0.14% 166
2018
Q2 		$146K Sell
10,742
-2,184
-17% -$31.2K 0.07% 204
2018
Q1 		$198K Sell
12,926
-3,291
-20% -$87.5K 0.11% 178
2017
Q4 		$494K Buy
16,217
+954
+6% +$30K 0.29% 86
2017
Q3 		$488K Sell
15,263
-6,716
-31% -$191K 0.3% 80
2017
Q2 		$634K Sell
21,979
-3,538
-14% -$106K 0.42% 63
2017
Q1 		$815K Sell
25,517
-1,908
-7% -$59.8K 0.6% 43
2016
Q4 		$810K Buy
+27,425
New +$708K 0.7% 38

Other funds holding DM

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

Capital Investment Advisory Services's DM Position: Q1 2019 in Review

Capital Investment Advisory Services sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 24,910 shares — an estimated $449K sold.

Capital Investment Advisory Services first reported a position in DM in Q4 2016 and held it in 9 quarters. The position peaked at $815K in Q1 2017. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Capital Investment Advisory Services reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 24,910 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $449K.
  • Capital Investment Advisory Services first reported a position in Dominion Energy Midstream Ptr LP in Q4 2016 and held it in 9 quarters.
  • Capital Investment Advisory Services's Dominion Energy Midstream Ptr LP position peaked at $815K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Capital Investment Advisory Services's 13F filing for Q1 2019, filed 23 Apr 2019.