S
DM

SignatureFD’s Dominion Energy Midstream Ptr LP DM Stock Holding History

SignatureFD’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
Q3 		– Sell
-10,825
Closed -$147K – 2055
2018
Q2 		$147K Sell
10,825
-2,675
-20% -$38.2K 0.02% 482
2018
Q1 		$207K Buy
13,500
+175
+1% +$4.65K 0.02% 338
2017
Q4 		$406K Hold
13,325
– – 0.05% 179
2017
Q3 		$426K Sell
13,325
-425
-3% -$12.1K 0.06% 151
2017
Q2 		$397K Hold
13,750
– – 0.06% 151
2017
Q1 		$439K Buy
13,750
+4,500
+49% +$141K 0.07% 137
2016
Q4 		$273K Buy
+9,250
New +$239K 0.05% 167

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

SignatureFD's DM Position: Q3 2018 in Review

SignatureFD sold out of Dominion Energy Midstream Ptr LP (DM) in Q3 2018, closing a stake of 10,825 shares — an estimated $147K sold.

SignatureFD first reported a position in DM in Q4 2016 and held it in 7 quarters. The position peaked at $439K in Q1 2017. 103 funds tracked by Wall St. Rank hold DM as of Q3 2018.

  • SignatureFD reported no remaining Dominion Energy Midstream Ptr LP position as of Q3 2018 after selling out during the quarter.
  • SignatureFD sold 10,825 Dominion Energy Midstream Ptr LP shares in Q3 2018, an estimated $147K.
  • SignatureFD first reported a position in Dominion Energy Midstream Ptr LP in Q4 2016 and held it in 7 quarters.
  • SignatureFD's Dominion Energy Midstream Ptr LP position peaked at $439K in Q1 2017.
  • 103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q3 2018.

Based on SignatureFD's 13F filing for Q3 2018, filed 15 Nov 2018.