CPIG
DM

Chicago Partners Investment Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-77,329
Closed -$1.42M – 1074
2018
Q3 		$1.42M Buy
77,329
+3,545
+5% +$56.8K 0.21% 85
2018
Q2 		$1M Buy
73,784
+1,278
+2% +$18.3K 0.16% 110
2018
Q1 		$1.11M Sell
72,506
-607
-0.8% -$16.1K 0.19% 91
2017
Q4 		$2.23M Sell
73,113
-2,296
-3% -$72.2K 0.36% 54
2017
Q3 		$2.41M Buy
75,409
+49,369
+190% +$1.4M 0.41% 50
2017
Q2 		$763K Sell
26,040
-38,881
-60% -$1.16M 0.2% 88
2017
Q1 		$2.07M Buy
64,921
+6,631
+11% +$208K 0.59% 39
2016
Q4 		$1.72M Buy
58,290
+207
+0.4% +$5.35K 0.63% 37
2016
Q3 		$1.39M Buy
58,083
+6,992
+14% +$180K 0.55% 42
2016
Q2 		$1.44M Buy
51,091
+205
+0.4% +$6.11K 0.69% 36
2016
Q1 		$1.72M Buy
50,886
+2,267
+5% +$67.3K 0.89% 27
2015
Q4 		$1.49M Sell
48,619
-6,395
-12% -$194K 0.71% 35
2015
Q3 		$1.48M Buy
55,014
+3,135
+6% +$106K 0.82% 29
2015
Q2 		$1.99M Sell
51,879
-884
-2% -$35.8K 0.9% 32
2015
Q1 		$2.07M Buy
52,763
+8,213
+18% +$310K 0.91% 31
2014
Q4 		$1.75M Buy
+44,550
New +$1.44M 0.74% 34

Other funds holding DM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group's DM Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2018, closing a stake of 77,329 shares — an estimated $1.42M sold.

Chicago Partners Investment Group first reported a position in DM in Q4 2014 and held it in 16 quarters. The position peaked at $2.41M in Q3 2017. 98 funds tracked by Wall St. Rank hold DM as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 77,329 Dominion Energy Midstream Ptr LP shares in Q4 2018, an estimated $1.42M.
  • Chicago Partners Investment Group first reported a position in Dominion Energy Midstream Ptr LP in Q4 2014 and held it in 16 quarters.
  • Chicago Partners Investment Group's Dominion Energy Midstream Ptr LP position peaked at $2.41M in Q3 2017.
  • 98 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.