MFW
DM

Mosaic Family Wealth’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Mosaic Family 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
2017
Q4 		– Sell
-799
Closed -$26K – 980
2017
Q3 		$26K Buy
+799
New +$22.7K 0.01% 439

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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Mosaic Family Wealth's DM Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2017, closing a stake of 799 shares — an estimated $26K sold.

Mosaic Family Wealth first reported a position in DM in Q3 2017 and held it in 1 quarter. The position peaked at $26K in Q3 2017. 109 funds tracked by Wall St. Rank hold DM as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 799 Dominion Energy Midstream Ptr LP shares in Q4 2017, an estimated $26K.
  • Mosaic Family Wealth first reported a position in Dominion Energy Midstream Ptr LP in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Dominion Energy Midstream Ptr LP position peaked at $26K in Q3 2017.
  • 109 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.