SQA
DM

Simon Quick Advisors’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-550
Closed -$18K – 623
2017
Q3 		$18K Buy
+550
New +$15.6K 0.01% 374

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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Simon Quick Advisors's DM Position: Q4 2017 in Review

Simon Quick Advisors sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2017, closing a stake of 550 shares — an estimated $18K sold.

Simon Quick Advisors first reported a position in DM in Q3 2017 and held it in 1 quarter. The position peaked at $18K in Q3 2017. 109 funds tracked by Wall St. Rank hold DM as of Q4 2017.

  • Simon Quick Advisors reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 550 Dominion Energy Midstream Ptr LP shares in Q4 2017, an estimated $18K.
  • Simon Quick Advisors first reported a position in Dominion Energy Midstream Ptr LP in Q3 2017 and held it in 1 quarter.
  • Simon Quick Advisors's Dominion Energy Midstream Ptr LP position peaked at $18K in Q3 2017.
  • 109 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.