NEI
DM

Northwest & Ethical Investments’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-33,428
Closed -$513K – 384
2018
Q1 		$513K Sell
33,428
-4,410
-12% -$117K 0.03% 307
2017
Q4 		$1.15M Buy
+37,838
New +$1.19M 0.08% 273

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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest & Ethical Investments's DM Position: Q2 2018 in Review

Northwest & Ethical Investments sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2018, closing a stake of 33,428 shares — an estimated $513K sold.

Northwest & Ethical Investments first reported a position in DM in Q4 2017 and held it in 2 quarters. The position peaked at $1.15M in Q4 2017. 103 funds tracked by Wall St. Rank hold DM as of Q2 2018.

  • Northwest & Ethical Investments reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 33,428 Dominion Energy Midstream Ptr LP shares in Q2 2018, an estimated $513K.
  • Northwest & Ethical Investments first reported a position in Dominion Energy Midstream Ptr LP in Q4 2017 and held it in 2 quarters.
  • Northwest & Ethical Investments's Dominion Energy Midstream Ptr LP position peaked at $1.15M in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2018.

Based on Northwest & Ethical Investments's 13F filing for Q2 2018, filed 8 Jul 2025.