KPW
DM

Kore Private Wealth’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Kore Private Wealth’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
-1,466
Closed -$26K – 1025
2018
Q4 		$26K Buy
+1,466
New +$26.9K 0.01% 461

Other funds holding DM

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

Kore Private Wealth's DM Position: Q1 2019 in Review

Kore Private Wealth sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 1,466 shares — an estimated $26K sold.

Kore Private Wealth first reported a position in DM in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Kore Private Wealth reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 1,466 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $26K.
  • Kore Private Wealth first reported a position in Dominion Energy Midstream Ptr LP in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's Dominion Energy Midstream Ptr LP position peaked at $26K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.