UBS Group
DM

UBS Group’s Dominion Energy Midstream Ptr LP DM Stock Holding History

UBS Group’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
2016
Q4 		– Sell
-334,200
Closed -$7.99M – 8237
2016
Q3 		$7.99M Buy
+334,200
New +$8.62M ﹤0.01% 1603

Other funds holding DM

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

UBS Group's DM Position: Q1 2019 in Review

UBS Group sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 2,040,229 shares — an estimated $36.8M sold.

UBS Group first reported a position in DM in Q4 2014 and held it in 17 quarters. The position peaked at $47.5M in Q3 2017. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • UBS Group reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • UBS Group sold 2,040,229 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $36.8M.
  • UBS Group first reported a position in Dominion Energy Midstream Ptr LP in Q4 2014 and held it in 17 quarters.
  • UBS Group's Dominion Energy Midstream Ptr LP position peaked at $47.5M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on UBS Group's 13F filing for Q1 2019, filed 14 May 2019.