THWM
DM

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

Taylor Hoffman 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
2018
Q4 		– Sell
-100
Closed -$2K – 442
2018
Q3 		$2K Hold
100
– – ﹤0.01% 395
2018
Q2 		$1K Hold
100
– – ﹤0.01% 402
2018
Q1 		$2K Buy
+100
New +$2.66K ﹤0.01% 414

Other funds holding DM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Taylor Hoffman Wealth Management's DM Position: Q4 2018 in Review

Taylor Hoffman Wealth Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Taylor Hoffman Wealth Management first reported a position in DM in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 98 funds tracked by Wall St. Rank hold DM as of Q4 2018.

  • Taylor Hoffman Wealth Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q4 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 100 Dominion Energy Midstream Ptr LP shares in Q4 2018, an estimated $2K.
  • Taylor Hoffman Wealth Management first reported a position in Dominion Energy Midstream Ptr LP in Q1 2018 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Dominion Energy Midstream Ptr LP position peaked at $2K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q4 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.