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

Cumberland 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
2017
Q1 		– Sell
-530
Closed -$16K – 52
2016
Q4 		$16K Hold
530
– – 0.01% 47
2016
Q3 		$13K Buy
530
+170
+47% +$4.39K 0.01% 48
2016
Q2 		$10K Hold
360
– – 0.01% 51
2016
Q1 		$12K Hold
360
– – 0.01% 41
2015
Q4 		$11K Buy
+360
New +$10.9K 0.01% 51

Other funds holding DM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FREIGI
First Reserve Energy Infrastructure GP II Greenwich, Connecticut $34.8M AUM

Cumberland Advisors's DM Position: Q1 2017 in Review

Cumberland Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2017, closing a stake of 530 shares — an estimated $16K sold.

Cumberland Advisors first reported a position in DM in Q4 2015 and held it in 5 quarters. The position peaked at $16K in Q4 2016. 97 funds tracked by Wall St. Rank hold DM as of Q1 2017.

  • Cumberland Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2017 after selling out during the quarter.
  • Cumberland Advisors sold 530 Dominion Energy Midstream Ptr LP shares in Q1 2017, an estimated $16K.
  • Cumberland Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q4 2015 and held it in 5 quarters.
  • Cumberland Advisors's Dominion Energy Midstream Ptr LP position peaked at $16K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.