OFG
DM

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

OTA Financial Group’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
2019
Q1 		– Sell
-20,273
Closed -$365K – 76
2018
Q4 		$365K Buy
+20,273
New +$373K 0.17% 47

Other funds holding DM

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

OTA Financial Group's DM Position: Q1 2019 in Review

OTA Financial Group sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 20,273 shares — an estimated $365K sold.

OTA Financial Group first reported a position in DM in Q4 2018 and held it in 1 quarter. The position peaked at $365K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • OTA Financial Group reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • OTA Financial Group sold 20,273 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $365K.
  • OTA Financial Group first reported a position in Dominion Energy Midstream Ptr LP in Q4 2018 and held it in 1 quarter.
  • OTA Financial Group's Dominion Energy Midstream Ptr LP position peaked at $365K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on OTA Financial Group's 13F filing for Q1 2019, filed 15 Apr 2019.