Accurate Investment Solutions’s Dominion Energy D Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-644	Closed	-$46K	–	92
2020 Q1	$46K	Sell	644 -19	-3%	-$1.55K	0.04%	202
2019 Q4	$55K	Hold	663	–	–	0.04%	173
2019 Q3	$54K	Hold	663	–	–	0.04%	121
2019 Q2	$51K	Sell	663 -325	-33%	-$24.8K	0.04%	118
2019 Q1	$76K	Hold	988	–	–	0.06%	91
2018 Q4	$71K	Hold	988	–	–	0.06%	94
2018 Q3	$69K	Sell	988 -7,211	-88%	-$511K	0.05%	111
2018 Q2	$559K	Buy	8,199 +5,667	+224%	+$369K	0.41%	39
2018 Q1	$171K	Hold	2,532	–	–	0.13%	72
2017 Q4	$205K	Buy	2,532 +1,518	+150%	+$123K	0.15%	61
2017 Q3	$78K	Buy	1,014 +26	+3%	+$2.02K	0.06%	106
2017 Q2	$76K	Hold	988	–	–	0.06%	101
2017 Q1	$77K	Buy	988 +344	+53%	+$26K	0.06%	86
2016 Q4	$49K	Hold	644	–	–	0.04%	119
2016 Q3	$48K	Hold	644	–	–	0.04%	121
2016 Q2	$50K	Hold	644	–	–	0.05%	111
2016 Q1	$48K	Hold	644	–	–	0.05%	153
2015 Q4	$44K	Buy	+644	New	+$44.5K	0.04%	121

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accurate Investment Solutions's D Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Dominion Energy (D) in Q2 2020, closing a stake of 644 shares — an estimated $46K sold.

Accurate Investment Solutions first reported a position in D in Q4 2015 and held it in 18 quarters. The position peaked at $559K in Q2 2018. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

Accurate Investment Solutions reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 644 Dominion Energy shares in Q2 2020, an estimated $46K.
Accurate Investment Solutions first reported a position in Dominion Energy in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's Dominion Energy position peaked at $559K in Q2 2018.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.