Proficio Capital Partners’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Proficio Capital Partners’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	-1,686	Closed	-$26K	–	1365
2018 Q1	$26K	Sell	1,686 -141	-8%	-$3.75K	0.01%	522
2017 Q4	$56K	Sell	1,827 -7,875	-81%	-$248K	0.02%	318
2017 Q3	$310K	Hold	9,702	–	–	0.13%	101
2017 Q2	$264K	Buy	9,702 +1,064	+12%	+$31.8K	0.11%	130
2017 Q1	$259K	Sell	8,638 -214	-2%	-$6.71K	0.11%	129
2016 Q4	$262K	Buy	8,852 +1,490	+20%	+$38.5K	0.11%	118
2016 Q3	$176K	Hold	7,362	–	–	0.1%	136
2016 Q2	$196K	Hold	7,362	–	–	0.12%	125
2016 Q1	$248K	Buy	7,362 +1,268	+21%	+$37.6K	0.21%	88
2015 Q4	$187K	Buy	+6,094	New	+$184K	0.18%	85

Other funds holding DM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners's DM Position: Q2 2018 in Review

Proficio Capital Partners sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2018, closing a stake of 1,686 shares — an estimated $26K sold.

Proficio Capital Partners first reported a position in DM in Q4 2015 and held it in 10 quarters. The position peaked at $310K in Q3 2017. 103 funds tracked by Wall St. Rank hold DM as of Q2 2018.

Proficio Capital Partners reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2018 after selling out during the quarter.
Proficio Capital Partners sold 1,686 Dominion Energy Midstream Ptr LP shares in Q2 2018, an estimated $26K.
Proficio Capital Partners first reported a position in Dominion Energy Midstream Ptr LP in Q4 2015 and held it in 10 quarters.
Proficio Capital Partners's Dominion Energy Midstream Ptr LP position peaked at $310K in Q3 2017.
103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.