AmeriServ Wealth Advisors’s Dominion Energy D Stock Holding History

AmeriServ Wealth Advisors’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
2015 Q3	–	Sell	-400	Closed	-$27K	–	80
2015 Q2	$27K	Buy	+400	New	+$28.1K	0.03%	108

Other funds holding D

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AmeriServ Wealth Advisors's D Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Dominion Energy (D) in Q3 2015, closing a stake of 400 shares — an estimated $27K sold.

AmeriServ Wealth Advisors first reported a position in D in Q2 2015 and held it in 1 quarter. The position peaked at $27K in Q2 2015. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining Dominion Energy position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 400 Dominion Energy shares in Q3 2015, an estimated $27K.
AmeriServ Wealth Advisors first reported a position in Dominion Energy in Q2 2015 and held it in 1 quarter.
AmeriServ Wealth Advisors's Dominion Energy position peaked at $27K in Q2 2015.
920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.