DPIM
DM

Duff & Phelps Investment Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Duff & Phelps Investment Management’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
Q1 		– Sell
-614,800
Closed -$18.7M – 253
2017
Q4 		$18.7M Hold
614,800
– – 0.27% 95
2017
Q3 		$19.7M Hold
614,800
– – 0.28% 97
2017
Q2 		$17.7M Hold
614,800
– – 0.26% 101
2017
Q1 		$19.6M Hold
614,800
– – 0.28% 99
2016
Q4 		$18.2M Buy
614,800
+213,200
+53% +$5.51M 0.26% 102
2016
Q3 		$9.6M Buy
401,600
+500
+0.1% +$12.9K 0.13% 119
2016
Q2 		$11.3M Buy
401,100
+40,000
+11% +$1.19M 0.17% 111
2016
Q1 		$12.2M Sell
361,100
-700
-0.2% -$20.8K 0.19% 107
2015
Q4 		$11.1M Hold
361,800
– – 0.19% 104
2015
Q3 		$9.71M Buy
361,800
+27,000
+8% +$910K 0.16% 106
2015
Q2 		$12.8M Buy
334,800
+80,000
+31% +$3.24M 0.2% 108
2015
Q1 		$10.6M Buy
254,800
+25,000
+11% +$945K 0.15% 114
2014
Q4 		$9.01M Buy
+229,800
New +$7.41M 0.12% 114

Other funds holding DM

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Duff & Phelps Investment Management's DM Position: Q1 2018 in Review

Duff & Phelps Investment Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2018, closing a stake of 614,800 shares — an estimated $18.7M sold.

Duff & Phelps Investment Management first reported a position in DM in Q4 2014 and held it in 13 quarters. The position peaked at $19.7M in Q3 2017. 110 funds tracked by Wall St. Rank hold DM as of Q1 2018.

  • Duff & Phelps Investment Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2018 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 614,800 Dominion Energy Midstream Ptr LP shares in Q1 2018, an estimated $18.7M.
  • Duff & Phelps Investment Management first reported a position in Dominion Energy Midstream Ptr LP in Q4 2014 and held it in 13 quarters.
  • Duff & Phelps Investment Management's Dominion Energy Midstream Ptr LP position peaked at $19.7M in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2018.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2018, filed 1 May 2018.