WAM
DM

Wealthspire Advisors (Maryland)’s Dominion Energy Midstream Ptr LP DM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Hold
0
– – – 2256
2018
Q1 		– Hold
0
– – – 1866
2017
Q3 		– Hold
0
– – – 1557
2017
Q2 		– Hold
0
– – – 1552
2017
Q1 		– Hold
0
– – – 1003
2016
Q4 		– Hold
0
– – – 1272
2016
Q3 		– Hold
0
– – – 1696
2016
Q2 		– Hold
0
– – – 1561
2016
Q1 		– Hold
0
– – – 1587
2015
Q4 		– Hold
0
– – – 1560

Other funds holding DM

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return