ECM
DM

Evergreen Capital Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Evergreen Capital 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
Q3 		– Sell
-13,200
Closed -$180K – 410
2018
Q2 		$180K Buy
13,200
+25
+0.2% +$357 0.02% 344
2018
Q1 		$202K Hold
13,175
– – 0.02% 338
2017
Q4 		$401K Sell
13,175
-4,625
-26% -$146K 0.04% 181
2017
Q3 		$570K Buy
+17,800
New +$506K 0.07% 149

Other funds holding DM

Neuberger Berman Group
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Evergreen Capital Management's DM Position: Q3 2018 in Review

Evergreen Capital Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2018, closing a stake of 13,200 shares — an estimated $180K sold.

Evergreen Capital Management first reported a position in DM in Q3 2017 and held it in 4 quarters. The position peaked at $570K in Q3 2017. 103 funds tracked by Wall St. Rank hold DM as of Q3 2018.

  • Evergreen Capital Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 13,200 Dominion Energy Midstream Ptr LP shares in Q3 2018, an estimated $180K.
  • Evergreen Capital Management first reported a position in Dominion Energy Midstream Ptr LP in Q3 2017 and held it in 4 quarters.
  • Evergreen Capital Management's Dominion Energy Midstream Ptr LP position peaked at $570K in Q3 2017.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2018.

Based on Evergreen Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.