CIBC Private Wealth Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History

CIBC Private Wealth 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	-10,395	Closed	-$186K	–	993
2018 Q3	$186K	Sell	10,395 -3,275	-24%	-$52.5K	﹤0.01%	928
2018 Q2	$186K	Sell	13,670 -107,720	-89%	-$1.54M	﹤0.01%	935
2018 Q1	$1.86M	Buy	121,390 +37,025	+44%	+$984K	0.01%	495
2017 Q4	$2.57M	Sell	84,365 -6,155	-7%	-$194K	0.01%	454
2017 Q3	$2.9M	Buy	+90,520	New	+$2.57M	0.01%	418
2017 Q1	–	Sell	-207,724	Closed	-$6.14M	–	609
2016 Q4	$6.14M	Buy	207,724 +127,724	+160%	+$3.3M	0.04%	260
2016 Q3	$1.91M	Buy	+80,000	New	+$2.06M	0.01%	368
2015 Q3	–	Sell	-278,460	Closed	-$10.7M	–	628
2015 Q2	$10.7M	Buy	278,460 +140,305	+102%	+$5.69M	0.08%	193
2015 Q1	$5.74M	Buy	138,155 +485	+0.4%	+$18.3K	0.04%	276
2014 Q4	$5.4M	Buy	+137,670	New	+$4.44M	0.04%	277

Other funds holding DM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's DM Position: Q4 2018 in Review

CIBC Private Wealth Group sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2018, closing a stake of 10,395 shares — an estimated $186K sold.

CIBC Private Wealth Group first reported a position in DM in Q4 2014 and held it in 10 quarters. The position peaked at $10.7M in Q2 2015. 98 funds tracked by Wall St. Rank hold DM as of Q4 2018.

CIBC Private Wealth Group reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 10,395 Dominion Energy Midstream Ptr LP shares in Q4 2018, an estimated $186K.
CIBC Private Wealth Group first reported a position in Dominion Energy Midstream Ptr LP in Q4 2014 and held it in 10 quarters.
CIBC Private Wealth Group's Dominion Energy Midstream Ptr LP position peaked at $10.7M in Q2 2015.
98 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2018.

Based on CIBC Private Wealth Group's 13F filing for Q4 2018, filed 5 Feb 2019.