CFA
DM

Carroll Financial Associates’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Carroll Financial Associates’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
-1,587
Closed -$28K – 1590
2018
Q4 		$28K Buy
+1,587
New +$29.2K ﹤0.01% 601

Other funds holding DM

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

Carroll Financial Associates's DM Position: Q1 2019 in Review

Carroll Financial Associates sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 1,587 shares — an estimated $28K sold.

Carroll Financial Associates first reported a position in DM in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Carroll Financial Associates reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 1,587 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $28K.
  • Carroll Financial Associates first reported a position in Dominion Energy Midstream Ptr LP in Q4 2018 and held it in 1 quarter.
  • Carroll Financial Associates's Dominion Energy Midstream Ptr LP position peaked at $28K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Carroll Financial Associates's 13F filing for Q1 2019, filed 17 Apr 2019.