Stifel Financial’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Stifel Financial’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	-29,347	Closed	-$450K	–	2820
2018 Q1	$450K	Buy	29,347 +2,661	+10%	+$70.8K	﹤0.01%	2032
2017 Q4	$813K	Sell	26,686 -2,004	-7%	-$63.1K	﹤0.01%	1642
2017 Q3	$917K	Buy	+28,690	New	+$815K	﹤0.01%	1540
2017 Q2	–	Sell	-34,978	Closed	-$1.12M	–	2661
2017 Q1	$1.12M	Buy	34,978 +313	+0.9%	+$9.81K	﹤0.01%	1398
2016 Q4	$1.02M	Buy	+34,665	New	+$895K	﹤0.01%	1383
2016 Q3	–	Sell	-10,002	Closed	-$281K	–	2560
2016 Q2	$281K	Buy	+10,002	New	+$298K	﹤0.01%	2072

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

Stifel Financial's DM Position: Q2 2018 in Review

Stifel Financial sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2018, closing a stake of 29,347 shares — an estimated $450K sold.

Stifel Financial first reported a position in DM in Q2 2016 and held it in 6 quarters. The position peaked at $1.12M in Q1 2017. 103 funds tracked by Wall St. Rank hold DM as of Q2 2018.

Stifel Financial reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2018 after selling out during the quarter.
Stifel Financial sold 29,347 Dominion Energy Midstream Ptr LP shares in Q2 2018, an estimated $450K.
Stifel Financial first reported a position in Dominion Energy Midstream Ptr LP in Q2 2016 and held it in 6 quarters.
Stifel Financial's Dominion Energy Midstream Ptr LP position peaked at $1.12M in Q1 2017.
103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2018.

Based on Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.