Advisor Group’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Advisor Group’s Portfolio DCUD Stock Details DCUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-910	Closed	-$46K	–	5577
2019 Q2	$46K	Hold	910	–	–	﹤0.01%	3434
2019 Q1	$45K	Sell	910 -25	-3%	-$1.22K	﹤0.01%	3474
2018 Q4	$45K	Hold	935	–	–	﹤0.01%	3258
2018 Q3	$44K	Hold	935	–	–	﹤0.01%	3396
2018 Q2	$43K	Sell	935 -825	-47%	-$36.9K	﹤0.01%	3226
2018 Q1	$82K	Buy	1,760 +200	+13%	+$9.84K	﹤0.01%	2719
2017 Q4	$81K	Hold	1,560	–	–	﹤0.01%	2737
2017 Q3	$79K	Buy	1,560 +1,150	+280%	+$58.5K	﹤0.01%	2612
2017 Q2	$21K	Buy	410 +100	+32%	+$5.09K	﹤0.01%	3487
2017 Q1	$16K	Buy	+310	New	+$15.5K	﹤0.01%	3520

Other funds holding DCUD

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Advisor Group's DCUD Position: Q3 2019 in Review

Advisor Group sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 910 shares — an estimated $46K sold.

Advisor Group first reported a position in DCUD in Q1 2017 and held it in 10 quarters. The position peaked at $82K in Q1 2018. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

Advisor Group reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
Advisor Group sold 910 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $46K.
Advisor Group first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q1 2017 and held it in 10 quarters.
Advisor Group's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $82K in Q1 2018.
3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.