IFP Advisors’s Dynagas LNG Partners DLNG Stock Holding History

IFP Advisors’s Portfolio DLNG Stock Details DLNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,000	Closed	-$15.1K	–	2868
2020 Q2	$19K	Hold	5,000	–	–	﹤0.01%	1582
2020 Q1	$5K	Hold	5,000	–	–	﹤0.01%	2046
2019 Q4	$10K	Hold	5,000	–	–	﹤0.01%	1909
2019 Q3	$9K	Buy	+5,000	New	+$6.86K	﹤0.01%	2122
2019 Q1	–	Sell	-1,000	Closed	-$3K	–	2602
2018 Q4	$3K	Sell	1,000 -400	-29%	-$2.57K	﹤0.01%	3022
2018 Q3	$12K	Buy	1,400 +400	+40%	+$3.45K	﹤0.01%	2736
2018 Q2	$8K	Hold	1,000	–	–	﹤0.01%	3019
2018 Q1	$11K	Hold	1,000	–	–	﹤0.01%	2722
2017 Q4	$11K	Hold	1,000	–	–	﹤0.01%	2761
2017 Q3	$14K	Hold	1,000	–	–	﹤0.01%	2819
2017 Q2	$15K	Sell	1,000 -1,000	-50%	-$15.8K	﹤0.01%	2743
2017 Q1	$35K	Hold	2,000	–	–	﹤0.01%	2139
2016 Q4	$32K	Hold	2,000	–	–	﹤0.01%	2144
2016 Q3	$31K	Sell	2,000 -1,150	-37%	-$16.8K	﹤0.01%	2123
2016 Q2	$43K	Buy	+3,150	New	+$42.9K	﹤0.01%	1860

Other funds holding DLNG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's DLNG Position: Q3 2020 in Review

IFP Advisors sold out of Dynagas LNG Partners (DLNG) in Q3 2020, closing a stake of 5,000 shares — an estimated $15.1K sold.

IFP Advisors first reported a position in DLNG in Q2 2016 and held it in 15 quarters. The position peaked at $43K in Q2 2016. 15 funds tracked by Wall St. Rank hold DLNG as of Q3 2020.

IFP Advisors reported no remaining Dynagas LNG Partners position as of Q3 2020 after selling out during the quarter.
IFP Advisors sold 5,000 Dynagas LNG Partners shares in Q3 2020, an estimated $15.1K.
IFP Advisors first reported a position in Dynagas LNG Partners in Q2 2016 and held it in 15 quarters.
IFP Advisors's Dynagas LNG Partners position peaked at $43K in Q2 2016.
15 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q3 2020.

Based on IFP Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.