FANJ
DM

Financial Architects (New Jersey)’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-250
Closed -$8K – 1697
2017
Q1 		$8K Buy
250
+50
+25% +$1.57K ﹤0.01% 1200
2016
Q4 		$6K Buy
+200
New +$5.17K ﹤0.01% 1138

Other funds holding DM

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Financial Architects (New Jersey)'s DM Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2017, closing a stake of 250 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in DM in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q1 2017. 94 funds tracked by Wall St. Rank hold DM as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 250 Dominion Energy Midstream Ptr LP shares in Q2 2017, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in Dominion Energy Midstream Ptr LP in Q4 2016 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Dominion Energy Midstream Ptr LP position peaked at $8K in Q1 2017.
  • 94 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.