Lake Street Advisors Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-13,525
Closed -$232K 247
2019
Q1
$232K Hold
13,525
0.02% 193
2018
Q4
$244K Hold
13,525
0.03% 161
2018
Q3
$242K Sell
13,525
-3,250
-19% -$52.1K 0.03% 170
2018
Q2
$228K Buy
+16,775
New +$240K 0.02% 287

Lake Street Advisors Group's DM Position: Q2 2019 in Review

Lake Street Advisors Group sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2019, closing a stake of 13,525 shares — an estimated $232K sold.

Lake Street Advisors Group first reported a position in DM in Q2 2018 and held it in 4 quarters. The position peaked at $244K in Q4 2018. 0 funds tracked by Wall St. Rank hold DM as of Q2 2019.

  • Lake Street Advisors Group reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2019 after selling out during the quarter.
  • Lake Street Advisors Group sold 13,525 Dominion Energy Midstream Ptr LP shares in Q2 2019, an estimated $232K.
  • Lake Street Advisors Group first reported a position in Dominion Energy Midstream Ptr LP in Q2 2018 and held it in 4 quarters.
  • Lake Street Advisors Group's Dominion Energy Midstream Ptr LP position peaked at $244K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2019.

Based on Lake Street Advisors Group's 13F filing for Q2 2019, filed 14 Aug 2019.