Mather Group’s Dynagas LNG Partners DLNG Stock Holding History

Mather Group’s Portfolio DLNG Stock Details DLNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,000	Closed	-$14.7K	–	1830
2024 Q2	$14.7K	Buy	+5,000	New	+$18.5K	﹤0.01%	1339

Other funds holding DLNG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Mather Group's DLNG Position: Q3 2024 in Review

Mather Group sold out of Dynagas LNG Partners (DLNG) in Q3 2024, closing a stake of 5,000 shares — an estimated $14.7K sold.

Mather Group first reported a position in DLNG in Q2 2024 and held it in 1 quarter. The position peaked at $14.7K in Q2 2024. 18 funds tracked by Wall St. Rank hold DLNG as of Q3 2024.

Mather Group reported no remaining Dynagas LNG Partners position as of Q3 2024 after selling out during the quarter.
Mather Group sold 5,000 Dynagas LNG Partners shares in Q3 2024, an estimated $14.7K.
Mather Group first reported a position in Dynagas LNG Partners in Q2 2024 and held it in 1 quarter.
Mather Group's Dynagas LNG Partners position peaked at $14.7K in Q2 2024.
18 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.