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

Whitener 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	-7,027	Closed	-$126K	–	522
2018 Q4	$126K	Buy	7,027 +1,095	+18%	+$20.1K	0.09%	137
2018 Q3	$106K	Buy	+5,932	New	+$95K	0.07%	149

Other funds holding DM

LSAG

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

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

Whitener Capital Management sold out of Dominion Energy Midstream Ptr LP (DM) in Q1 2019, closing a stake of 7,027 shares — an estimated $126K sold.

Whitener Capital Management first reported a position in DM in Q3 2018 and held it in 2 quarters. The position peaked at $126K in Q4 2018. 1 fund tracked by Wall St. Rank holds DM as of Q1 2019.

Whitener Capital Management reported no remaining Dominion Energy Midstream Ptr LP position as of Q1 2019 after selling out during the quarter.
Whitener Capital Management sold 7,027 Dominion Energy Midstream Ptr LP shares in Q1 2019, an estimated $126K.
Whitener Capital Management first reported a position in Dominion Energy Midstream Ptr LP in Q3 2018 and held it in 2 quarters.
Whitener Capital Management's Dominion Energy Midstream Ptr LP position peaked at $126K in Q4 2018.
1 fund tracked by Wall St. Rank held Dominion Energy Midstream Ptr LP as of Q1 2019.

Based on Whitener Capital Management's 13F filing for Q1 2019, filed 2 May 2019.