SWM
DM

SeaCrest Wealth Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

SeaCrest Wealth Management’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
-634
Closed -$11K – 2300
2018
Q4 		$11K Hold
634
– – ﹤0.01% 1480
2018
Q3 		$11K Buy
+634
New +$10.2K ﹤0.01% 1631

Other funds holding DM

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

SeaCrest Wealth Management's DM Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 634 shares — an estimated $11K sold.

SeaCrest Wealth Management first reported a position in DM in Q3 2018 and held it in 2 quarters. The position peaked at $11K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • SeaCrest Wealth Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 634 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $11K.
  • SeaCrest Wealth Management first reported a position in Dominion Energy Midstream Ptr LP in Q3 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's Dominion Energy Midstream Ptr LP position peaked at $11K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.