TL
DM

TrueWealth LLC’s Dominion Energy Midstream Ptr LP DM Stock Holding History

TrueWealth LLC’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
-10,000
Closed -$180K – 774
2018
Q4 		$180K Hold
10,000
– – 0.09% 137
2018
Q3 		$179K Hold
10,000
– – 0.08% 146
2018
Q2 		$136K Hold
10,000
– – 0.06% 165
2018
Q1 		$154K Hold
10,000
– – 0.08% 148
2017
Q4 		$305K Buy
+10,000
New +$315K 0.14% 99

Other funds holding DM

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

TrueWealth LLC's DM Position: Q1 2019 in Review

TrueWealth LLC sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 10,000 shares — an estimated $180K sold.

TrueWealth LLC first reported a position in DM in Q4 2017 and held it in 5 quarters. The position peaked at $305K in Q4 2017. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • TrueWealth LLC reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • TrueWealth LLC sold 10,000 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $180K.
  • TrueWealth LLC first reported a position in Dominion Energy Midstream Ptr LP in Q4 2017 and held it in 5 quarters.
  • TrueWealth LLC's Dominion Energy Midstream Ptr LP position peaked at $305K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.