Ancora Family Wealth Advisors’s Dominion Energy D Stock Holding History

Ancora Family 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
2016 Q3	$970K	Hold	13,058	–	–	0.33%	86
2016 Q2	$1.02M	Sell	13,058 -275	-2%	-$20K	0.39%	74
2016 Q1	$1M	Sell	13,333 -425	-3%	-$30.1K	0.41%	76
2015 Q4	$931K	Sell	13,758 -1,952	-12%	-$135K	0.4%	79
2015 Q3	$1.11M	Buy	+15,710	New	+$1.1M	0.46%	67

Other funds holding D

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Family Wealth Advisors's D Position: Q3 2016 in Review

Ancora Family Wealth Advisors held its Dominion Energy (D) position steady in Q3 2016 at 13,058 shares worth $970K. The position accounts for 0.33% of the portfolio, ranked #86.

Ancora Family Wealth Advisors first reported a position in D in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2015. 974 funds tracked by Wall St. Rank hold D as of Q3 2016.

Ancora Family Wealth Advisors held 13,058 shares of Dominion Energy worth $970K as of Q3 2016.
Ancora Family Wealth Advisors left its Dominion Energy share count unchanged in Q3 2016.
Dominion Energy made up 0.33% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #86 holding.
Ancora Family Wealth Advisors first reported a position in Dominion Energy in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Dominion Energy position peaked at $1.11M in Q3 2015.
974 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.