Southland Equity Partners’s Dynagas LNG Partners DLNG Stock Holding History

Southland Equity Partners’s Portfolio DLNG Stock Details DLNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,800	Closed	-$39.1K	–	185
2023 Q1	$39.1K	Hold	13,800	–	–	0.02%	177
2022 Q4	$36.2K	Hold	13,800	–	–	0.01%	172
2022 Q3	$39.7K	Hold	13,800	–	–	0.02%	160
2022 Q2	$45.7K	Hold	13,800	–	–	0.02%	162
2022 Q1	$55.3K	Hold	13,800	–	–	0.02%	175
2021 Q4	$39.9K	Hold	13,800	–	–	0.02%	173
2021 Q3	$42.2K	Buy	+13,800	New	+$42.7K	0.02%	163

Other funds holding DLNG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Southland Equity Partners's DLNG Position: Q2 2023 in Review

Southland Equity Partners sold out of Dynagas LNG Partners (DLNG) in Q2 2023, closing a stake of 13,800 shares — an estimated $39.1K sold.

Southland Equity Partners first reported a position in DLNG in Q3 2021 and held it in 7 quarters. The position peaked at $55.3K in Q1 2022. 20 funds tracked by Wall St. Rank hold DLNG as of Q2 2023.

Southland Equity Partners reported no remaining Dynagas LNG Partners position as of Q2 2023 after selling out during the quarter.
Southland Equity Partners sold 13,800 Dynagas LNG Partners shares in Q2 2023, an estimated $39.1K.
Southland Equity Partners first reported a position in Dynagas LNG Partners in Q3 2021 and held it in 7 quarters.
Southland Equity Partners's Dynagas LNG Partners position peaked at $55.3K in Q1 2022.
20 funds tracked by Wall St. Rank held Dynagas LNG Partners as of Q2 2023.

Based on Southland Equity Partners's 13F filing for Q2 2023, filed 2 Jan 2024.