VCM
DM

Vivaldi Capital Management’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Vivaldi Capital 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
2019
Q1 		– Sell
-50,820
Closed -$917K – 246
2018
Q4 		$917K Buy
+50,820
New +$934K 0.4% 58

Other funds holding DM

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

Vivaldi Capital Management's DM Position: Q1 2019 in Review

Vivaldi Capital Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 50,820 shares — an estimated $917K sold.

Vivaldi Capital Management first reported a position in DM in Q4 2018 and held it in 1 quarter. The position peaked at $917K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

  • Vivaldi Capital Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
  • Vivaldi Capital Management sold 50,820 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $917K.
  • Vivaldi Capital Management first reported a position in Dominion Energy Midstream Ptr LP in Q4 2018 and held it in 1 quarter.
  • Vivaldi Capital Management's Dominion Energy Midstream Ptr LP position peaked at $917K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Vivaldi Capital Management's 13F filing for Q1 2019, filed 15 May 2019.