AP
D icon

AHL Partners’s Dominion Energy D Stock Holding History

AHL Partners’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
2017
Q4 		– Sell
-8,190
Closed -$630K – 1276
2017
Q3 		$630K Sell
8,190
-895
-10% -$69.6K 0.01% 998
2017
Q2 		$696K Buy
+9,085
New +$714K 0.01% 877
2016
Q3 		– Sell
-5,327
Closed -$415K – 1125
2016
Q2 		$415K Buy
5,327
+740
+16% +$53.7K 0.02% 642
2016
Q1 		$344K Buy
+4,587
New +$325K 0.02% 643

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AHL Partners's D Position: Q4 2017 in Review

AHL Partners sold out of Dominion Energy (D) in Q4 2017, closing a stake of 8,190 shares — an estimated $630K sold.

AHL Partners first reported a position in D in Q1 2016 and held it in 4 quarters. The position peaked at $696K in Q2 2017. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • AHL Partners reported no remaining Dominion Energy position as of Q4 2017 after selling out during the quarter.
  • AHL Partners sold 8,190 Dominion Energy shares in Q4 2017, an estimated $630K.
  • AHL Partners first reported a position in Dominion Energy in Q1 2016 and held it in 4 quarters.
  • AHL Partners's Dominion Energy position peaked at $696K in Q2 2017.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.