II
DM icon

Inspire Investing’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Inspire Investing’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
Q1 		– Sell
-1,854
Closed -$56K – 871
2017
Q4 		$56K Buy
+1,854
New +$58.3K 0.05% 597

Other funds holding DM

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Inspire Investing's DM Position: Q1 2018 in Review

Inspire Investing sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2018, closing a stake of 1,854 shares — an estimated $56K sold.

Inspire Investing first reported a position in DM in Q4 2017 and held it in 1 quarter. The position peaked at $56K in Q4 2017. 110 funds tracked by Wall St. Rank hold DM as of Q1 2018.

  • Inspire Investing reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2018 after selling out during the quarter.
  • Inspire Investing sold 1,854 Dominion Energy Midstream Ptr LP shares in Q1 2018, an estimated $56K.
  • Inspire Investing first reported a position in Dominion Energy Midstream Ptr LP in Q4 2017 and held it in 1 quarter.
  • Inspire Investing's Dominion Energy Midstream Ptr LP position peaked at $56K in Q4 2017.
  • 110 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2018.

Based on Inspire Investing's 13F filing for Q1 2018, filed 13 Apr 2018.