Ballew Advisors’s Dominion Energy D Stock Holding History

Ballew 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
2018 Q4	–	Sell	-865	Closed	-$62K	–	164
2018 Q3	$62K	Hold	865	–	–	0.06%	148
2018 Q2	$59K	Hold	865	–	–	0.07%	145
2018 Q1	$58K	Buy	+865	New	+$63.9K	0.05%	153

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ballew Advisors's D Position: Q4 2018 in Review

Ballew Advisors sold out of Dominion Energy (D) in Q4 2018, closing a stake of 865 shares — an estimated $62K sold.

Ballew Advisors first reported a position in D in Q1 2018 and held it in 3 quarters. The position peaked at $62K in Q3 2018. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

Ballew Advisors reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 865 Dominion Energy shares in Q4 2018, an estimated $62K.
Ballew Advisors first reported a position in Dominion Energy in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Dominion Energy position peaked at $62K in Q3 2018.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.