Envestnet Asset Management
DM

Envestnet Asset Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Envestnet Asset 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
2017
Q4 		– Sell
-44
Closed -$1K – 3044
2017
Q3 		$1K Buy
+44
New +$1.25K ﹤0.01% 2889

Other funds holding DM

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Envestnet Asset Management's DM Position: Q4 2017 in Review

Envestnet Asset Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2017, closing a stake of 44 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in DM in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 109 funds tracked by Wall St. Rank hold DM as of Q4 2017.

  • Envestnet Asset Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 44 Dominion Energy Midstream Ptr LP shares in Q4 2017, an estimated $1K.
  • Envestnet Asset Management first reported a position in Dominion Energy Midstream Ptr LP in Q3 2017 and held it in 1 quarter.
  • Envestnet Asset Management's Dominion Energy Midstream Ptr LP position peaked at $1K in Q3 2017.
  • 109 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2017.

Based on Envestnet Asset Management's 13F filing for Q4 2017, filed 20 Feb 2018.