AWS
D icon

Aris Wealth Services’s Dominion Energy D Stock Holding History

Aris Wealth Services’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
-1,196
Closed -$80K – 406
2015
Q2 		$80K Buy
1,196
+596
+99% +$41.9K 0.07% 158
2015
Q1 		$43K Buy
+600
New +$44.5K 0.04% 232

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's D Position: Q3 2015 in Review

Aris Wealth Services sold out of Dominion Energy (D) in Q3 2015, closing a stake of 1,196 shares — an estimated $80K sold.

Aris Wealth Services first reported a position in D in Q1 2015 and held it in 2 quarters. The position peaked at $80K in Q2 2015. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

  • Aris Wealth Services reported no remaining Dominion Energy position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,196 Dominion Energy shares in Q3 2015, an estimated $80K.
  • Aris Wealth Services first reported a position in Dominion Energy in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Dominion Energy position peaked at $80K in Q2 2015.
  • 920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.