Janney Montgomery Scott
DM

Janney Montgomery Scott’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Janney Montgomery Scott’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
2019
Q1 		– Sell
-30,713
Closed -$554K – 2116
2018
Q4 		$554K Sell
30,713
-9,341
-23% -$172K 0.01% 1238
2018
Q3 		$717K Buy
40,054
+2,624
+7% +$42K 0.01% 1245
2018
Q2 		$509K Sell
37,430
-35,618
-49% -$509K ﹤0.01% 1372
2018
Q1 		$1.12M Buy
73,048
+13,874
+23% +$369K 0.01% 911
2017
Q4 		$1.8M Buy
59,174
+7,149
+14% +$225K 0.02% 687
2017
Q3 		$1.67M Buy
52,025
+4,050
+8% +$115K 0.02% 686
2017
Q2 		$1.38M Buy
47,975
+5,162
+12% +$154K 0.02% 727
2017
Q1 		$1.37M Sell
42,813
-3,459
-7% -$108K 0.02% 710
2016
Q4 		$1.37M Sell
46,272
-847
-2% -$21.9K 0.02% 642
2016
Q3 		$1.13M Sell
47,119
-34,977
-43% -$903K 0.02% 611
2016
Q2 		$2.31M Buy
+82,096
New +$2.45M 0.05% 267

Other funds holding DM

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Janney Montgomery Scott's DM Position: Q1 2019 in Review

Janney Montgomery Scott sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 30,713 shares — an estimated $554K sold.

Janney Montgomery Scott first reported a position in DM in Q2 2016 and held it in 11 quarters. The position peaked at $2.31M in Q2 2016. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Janney Montgomery Scott reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 30,713 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $554K.
  • Janney Montgomery Scott first reported a position in Dominion Energy Midstream Ptr LP in Q2 2016 and held it in 11 quarters.
  • Janney Montgomery Scott's Dominion Energy Midstream Ptr LP position peaked at $2.31M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Janney Montgomery Scott's 13F filing for Q1 2019, filed 30 Apr 2019.