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Disciplined Investments’s Dynagas LNG Partners DLNG Stock Holding History

Disciplined Investments’s Portfolio DLNG Stock Details DLNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-666
Closed -$2K – 332
2020
Q3 		$2K Hold
666
– – ﹤0.01% 336
2020
Q2 		$2K Hold
666
– – ﹤0.01% 347
2020
Q1 		$1K Hold
666
– – ﹤0.01% 387
2019
Q4 		$1K Buy
+666
New +$1.36K ﹤0.01% 399

Other funds holding DLNG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Disciplined Investments's DLNG Position: Q4 2020 in Review

Disciplined Investments sold out of Dynagas LNG Partners (DLNG) in Q4 2020, closing a stake of 666 shares — an estimated $2K sold.

Disciplined Investments first reported a position in DLNG in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 17 funds tracked by Wall St. Rank hold DLNG as of Q4 2020.

  • Disciplined Investments reported no remaining Dynagas LNG Partners position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 666 Dynagas LNG Partners shares in Q4 2020, an estimated $2K.
  • Disciplined Investments first reported a position in Dynagas LNG Partners in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's Dynagas LNG Partners position peaked at $2K in Q3 2020.
  • 17 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.