IA
DM

IFP Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

IFP Advisors’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
-17
Closed – – 4146
2018
Q2 		$0 Hold
17
– – ﹤0.01% 4187
2018
Q1 		$1K Hold
17
– – ﹤0.01% 3725
2017
Q4 		$1K Sell
17
-1,048
-98% -$33K ﹤0.01% 3776
2017
Q3 		$34K Hold
1,065
– – ﹤0.01% 2255
2017
Q2 		$31K Hold
1,065
– – ﹤0.01% 2305
2017
Q1 		$34K Buy
1,065
+65
+7% +$2.04K ﹤0.01% 2175
2016
Q4 		$30K Hold
1,000
– – ﹤0.01% 2213
2016
Q3 		$24K Hold
1,000
– – ﹤0.01% 2309
2016
Q2 		$28K Buy
+1,000
New +$29.8K ﹤0.01% 2134
2016
Q1 		– Sell
-1,000
Closed -$31K – 3872
2015
Q4 		$31K Buy
+1,000
New +$30.3K ﹤0.01% 1902

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

IFP Advisors's DM Position: Q3 2018 in Review

IFP Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2018, closing a stake of 17 shares.

IFP Advisors first reported a position in DM in Q4 2015 and held it in 10 quarters. The position peaked at $34K in Q3 2017. 103 funds tracked by Wall St. Rank hold DM as of Q3 2018.

  • IFP Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 17 Dominion Energy Midstream Ptr LP shares in Q3 2018.
  • IFP Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Dominion Energy Midstream Ptr LP position peaked at $34K in Q3 2017.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.