LF
DM

Lee Financial’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Lee Financial’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
-1,334
Closed -$18K – 799
2018
Q2 		$18K Sell
1,334
-647
-33% -$9.25K ﹤0.01% 373
2018
Q1 		$30K Buy
+1,981
New +$52.7K 0.01% 307

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

Lee Financial's DM Position: Q3 2018 in Review

Lee Financial sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2018, closing a stake of 1,334 shares — an estimated $18K sold.

Lee Financial first reported a position in DM in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 103 funds tracked by Wall St. Rank hold DM as of Q3 2018.

  • Lee Financial reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 1,334 Dominion Energy Midstream Ptr LP shares in Q3 2018, an estimated $18K.
  • Lee Financial first reported a position in Dominion Energy Midstream Ptr LP in Q1 2018 and held it in 2 quarters.
  • Lee Financial's Dominion Energy Midstream Ptr LP position peaked at $30K in Q1 2018.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.