6 Meridian’s Dominion Energy D Stock Holding History

6 Meridian’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
2019 Q3	–	Sell	-7,011	Closed	-$542K	–	465
2019 Q2	$542K	Buy	7,011 +134	+2%	+$10.2K	0.05%	251
2019 Q1	$527K	Sell	6,877 -138	-2%	-$10.1K	0.05%	229
2018 Q4	$501K	Sell	7,015 -75	-1%	-$5.48K	0.06%	229
2018 Q3	$498K	Buy	7,090 +1,104	+18%	+$78.2K	0.05%	296
2018 Q2	$408K	Sell	5,986 -79	-1%	-$5.14K	0.04%	349
2018 Q1	$409K	Buy	+6,065	New	+$448K	0.05%	349

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

6 Meridian's D Position: Q3 2019 in Review

6 Meridian sold out of Dominion Energy (D) in Q3 2019, closing a stake of 7,011 shares — an estimated $542K sold.

6 Meridian first reported a position in D in Q1 2018 and held it in 6 quarters. The position peaked at $542K in Q2 2019. 1,338 funds tracked by Wall St. Rank hold D as of Q3 2019.

6 Meridian reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
6 Meridian sold 7,011 Dominion Energy shares in Q3 2019, an estimated $542K.
6 Meridian first reported a position in Dominion Energy in Q1 2018 and held it in 6 quarters.
6 Meridian's Dominion Energy position peaked at $542K in Q2 2019.
1,338 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on 6 Meridian's 13F filing for Q3 2019, filed 22 Oct 2019.