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

Cypress Wealth 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
2018 Q3	–	Sell	-36,725	Closed	-$499K	–	87
2018 Q2	$499K	Sell	36,725 -2,600	-7%	-$37.2K	0.54%	53
2018 Q1	$604K	Sell	39,325 -9,800	-20%	-$261K	0.65%	51
2017 Q4	$1.5M	Buy	+49,125	New	+$1.55M	1.43%	25
2017 Q2	–	Sell	-23,925	Closed	-$764K	–	198
2017 Q1	$764K	Buy	23,925 +7,000	+41%	+$219K	0.35%	65
2016 Q4	$500K	Buy	+16,925	New	+$437K	0.23%	92
2015 Q3	–	Sell	-3,400	Closed	-$130K	–	196
2015 Q2	$130K	Buy	+3,400	New	+$138K	0.08%	147

Other funds holding DM

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Cypress Wealth Advisors's DM Position: Q3 2018 in Review

Cypress Wealth Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2018, closing a stake of 36,725 shares — an estimated $499K sold.

Cypress Wealth Advisors first reported a position in DM in Q2 2015 and held it in 6 quarters. The position peaked at $1.5M in Q4 2017. 103 funds tracked by Wall St. Rank hold DM as of Q3 2018.

Cypress Wealth Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 36,725 Dominion Energy Midstream Ptr LP shares in Q3 2018, an estimated $499K.
Cypress Wealth Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q2 2015 and held it in 6 quarters.
Cypress Wealth Advisors's Dominion Energy Midstream Ptr LP position peaked at $1.5M in Q4 2017.
103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2018.

Based on Cypress Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.