180 Wealth Advisors’s Dominion Energy D Stock Holding History

180 Wealth Advisors’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9,202	Closed	-$623K	–	247
2018 Q1	$623K	Sell	9,202 -7,089	-44%	-$523K	0.32%	96
2017 Q4	$1.32M	Buy	+16,291	New	+$1.32M	0.67%	47

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

180 Wealth Advisors's D Position: Q2 2018 in Review

180 Wealth Advisors sold out of Dominion Energy (D) in Q2 2018, closing a stake of 9,202 shares — an estimated $623K sold.

180 Wealth Advisors first reported a position in D in Q4 2017 and held it in 2 quarters. The position peaked at $1.32M in Q4 2017. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

180 Wealth Advisors reported no remaining Dominion Energy position as of Q2 2018 after selling out during the quarter.
180 Wealth Advisors sold 9,202 Dominion Energy shares in Q2 2018, an estimated $623K.
180 Wealth Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 2 quarters.
180 Wealth Advisors's Dominion Energy position peaked at $1.32M in Q4 2017.
1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on 180 Wealth Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.