JMPWA
DM

JP Morgan Private Wealth Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

JP Morgan Private Wealth 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
-43,973
Closed -$597K – 1635
2018
Q2 		$597K Buy
+43,973
New +$628K ﹤0.01% 951

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

JP Morgan Private Wealth Advisors's DM Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2018, closing a stake of 43,973 shares — an estimated $597K sold.

JP Morgan Private Wealth Advisors first reported a position in DM in Q2 2018 and held it in 1 quarter. The position peaked at $597K in Q2 2018. 103 funds tracked by Wall St. Rank hold DM as of Q3 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 43,973 Dominion Energy Midstream Ptr LP shares in Q3 2018, an estimated $597K.
  • JP Morgan Private Wealth Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q2 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Dominion Energy Midstream Ptr LP position peaked at $597K in Q2 2018.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.