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

Well Done 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
2018 Q2	–	Sell	-748	Closed	-$11K	–	585
2018 Q1	$11K	Buy	+748	New	+$19.9K	﹤0.01%	425

Other funds holding DM

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 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 New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Well Done LLC's DM Position: Q2 2018 in Review

Well Done LLC sold out of Dominion Energy Midstream Ptr LP (DM) in Q2 2018, closing a stake of 748 shares — an estimated $11K sold.

Well Done LLC first reported a position in DM in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 103 funds tracked by Wall St. Rank hold DM as of Q2 2018.

Well Done LLC reported no remaining Dominion Energy Midstream Ptr LP position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 748 Dominion Energy Midstream Ptr LP shares in Q2 2018, an estimated $11K.
Well Done LLC first reported a position in Dominion Energy Midstream Ptr LP in Q1 2018 and held it in 1 quarter.
Well Done LLC's Dominion Energy Midstream Ptr LP position peaked at $11K in Q1 2018.
103 funds tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.