Tortoise Index Solutions’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Tortoise Index Solutions’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
2019 Q1	–	Sell	-17,942	Closed	-$324K	–	165
2018 Q4	$324K	Buy	17,942 +9,388	+110%	+$173K	0.12%	49
2018 Q3	$153K	Buy	8,554 +1,874	+28%	+$30K	0.1%	56
2018 Q2	$91K	Buy	6,680 +882	+15%	+$12.6K	0.07%	71
2018 Q1	$89K	Buy	5,798 +413	+8%	+$11K	0.08%	74
2017 Q4	$164K	Buy	+5,385	New	+$169K	0.15%	57
2015 Q3	$15K	Buy	550 +230	+72%	+$7.75K	0.07%	69
2015 Q2	$12K	Buy	+320	New	+$13K	0.05%	72

Other funds holding DM

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Tortoise Index Solutions's DM Position: Q1 2019 in Review

Tortoise Index Solutions sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 17,942 shares — an estimated $324K sold.

Tortoise Index Solutions first reported a position in DM in Q2 2015 and held it in 7 quarters. The position peaked at $324K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

Tortoise Index Solutions reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
Tortoise Index Solutions sold 17,942 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $324K.
Tortoise Index Solutions first reported a position in Dominion Energy Midstream Ptr LP in Q2 2015 and held it in 7 quarters.
Tortoise Index Solutions's Dominion Energy Midstream Ptr LP position peaked at $324K in Q4 2018.
1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Tortoise Index Solutions's 13F filing for Q1 2019, filed 13 May 2019.