IWP
DM

Icon Wealth Partners’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Icon Wealth Partners’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
Q4 		– Sell
-9,824
Closed -$176K – 275
2018
Q3 		$176K Buy
9,824
+1,252
+15% +$20.1K 0.07% 186
2018
Q2 		$117K Buy
8,572
+1,015
+13% +$14.5K 0.05% 215
2018
Q1 		$116K Buy
7,557
+3,571
+90% +$94.9K 0.06% 231
2017
Q4 		$121K Buy
+3,986
New +$125K 0.06% 243

Other funds holding DM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Wealth Partners's DM Position: Q4 2018 in Review

Icon Wealth Partners sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2018, closing a stake of 9,824 shares — an estimated $176K sold.

Icon Wealth Partners first reported a position in DM in Q4 2017 and held it in 4 quarters. The position peaked at $176K in Q3 2018. 98 funds tracked by Wall St. Rank hold DM as of Q4 2018.

  • Icon Wealth Partners reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 9,824 Dominion Energy Midstream Ptr LP shares in Q4 2018, an estimated $176K.
  • Icon Wealth Partners first reported a position in Dominion Energy Midstream Ptr LP in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Dominion Energy Midstream Ptr LP position peaked at $176K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2018.

Based on Icon Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.