AWM
D icon

Alterna Wealth Management’s Dominion Energy D Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-6,431
Closed -$493K – 162
2018
Q4 		$493K Buy
+6,431
New +$470K 0.08% 174

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterna Wealth Management's D Position: Q1 2019 in Review

Alterna Wealth Management sold out of Dominion Energy (D) in Q1 2019, closing a stake of 6,431 shares — an estimated $493K sold.

Alterna Wealth Management first reported a position in D in Q4 2018 and held it in 1 quarter. The position peaked at $493K in Q4 2018. 1,328 funds tracked by Wall St. Rank hold D as of Q1 2019.

  • Alterna Wealth Management reported no remaining Dominion Energy position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 6,431 Dominion Energy shares in Q1 2019, an estimated $493K.
  • Alterna Wealth Management first reported a position in Dominion Energy in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Dominion Energy position peaked at $493K in Q4 2018.
  • 1,328 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.