GWS
DM

Glassman Wealth Services’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-89
Closed -$3K – 741
2016
Q4 		$3K Buy
+89
New +$2.3K ﹤0.01% 485

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FREIGI
First Reserve Energy Infrastructure GP II Greenwich, Connecticut $34.8M AUM

Glassman Wealth Services's DM Position: Q1 2017 in Review

Glassman Wealth Services sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2017, closing a stake of 89 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in DM in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 97 funds tracked by Wall St. Rank hold DM as of Q1 2017.

  • Glassman Wealth Services reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 89 Dominion Energy Midstream Ptr LP shares in Q1 2017, an estimated $3K.
  • Glassman Wealth Services first reported a position in Dominion Energy Midstream Ptr LP in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Dominion Energy Midstream Ptr LP position peaked at $3K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.