LA
DM

LVW Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

LVW 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
2017
Q3 		– Sell
-15,800
Closed -$449K – 90
2017
Q2 		$456K Buy
+15,800
New +$472K 0.16% 80
2017
Q1 		– Hold
0
– – – 68
2016
Q4 		– Hold
0
– – – 99

Other funds holding DM

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LVW Advisors's DM Position: Q3 2017 in Review

LVW Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2017, closing a stake of 15,800 shares — an estimated $449K sold.

LVW Advisors first reported a position in DM in Q2 2017 and held it in 1 quarter. The position peaked at $456K in Q2 2017. 97 funds tracked by Wall St. Rank hold DM as of Q3 2017.

  • LVW Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2017 after selling out during the quarter.
  • LVW Advisors sold 15,800 Dominion Energy Midstream Ptr LP shares in Q3 2017, an estimated $449K.
  • LVW Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q2 2017 and held it in 1 quarter.
  • LVW Advisors's Dominion Energy Midstream Ptr LP position peaked at $456K in Q2 2017.
  • 97 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2017.

Based on LVW Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.