BOTW
D icon

Bank of the West’s Dominion Energy D Stock Holding History

Bank of the West’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
2020
Q3 		– Sell
-3,461
Closed -$281K – 213
2020
Q2 		$281K Sell
3,461
-4,141
-54% -$332K 0.04% 210
2020
Q1 		$549K Buy
7,602
+772
+11% +$63K 0.09% 162
2019
Q4 		$566K Sell
6,830
-42
-0.6% -$3.43K 0.07% 189
2019
Q3 		$557K Sell
6,872
-4,807
-41% -$372K 0.07% 194
2019
Q2 		$903K Buy
11,679
+489
+4% +$37.3K 0.11% 154
2019
Q1 		$858K Buy
11,190
+7,183
+179% +$525K 0.1% 161
2018
Q4 		$286K Buy
+4,007
New +$293K 0.03% 249
2015
Q4 		– Sell
-3,405
Closed -$240K – 285
2015
Q3 		$240K Buy
+3,405
New +$239K 0.04% 261

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of the West's D Position: Q3 2020 in Review

Bank of the West sold out of Dominion Energy (D) in Q3 2020, closing a stake of 3,461 shares — an estimated $281K sold.

Bank of the West first reported a position in D in Q3 2015 and held it in 8 quarters. The position peaked at $903K in Q2 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Bank of the West reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Bank of the West sold 3,461 Dominion Energy shares in Q3 2020, an estimated $281K.
  • Bank of the West first reported a position in Dominion Energy in Q3 2015 and held it in 8 quarters.
  • Bank of the West's Dominion Energy position peaked at $903K in Q2 2019.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Bank of the West's 13F filing for Q3 2020, filed 5 Nov 2020.