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Banyan Partners’s Dominion Energy D Stock Holding History

Banyan Partners’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
2014
Q3 		$501K Buy
7,246
+692
+11% +$47.8K 0.04% 311
2014
Q2 		$469K Buy
6,554
+158
+2% +$11.1K 0.04% 317
2014
Q1 		$454K Sell
6,396
-583
-8% -$39.8K 0.04% 308
2013
Q4 		$451K Buy
6,979
+692
+11% +$44.5K 0.03% 323
2013
Q3 		$392K Buy
6,287
+1,637
+35% +$97.1K 0.03% 238
2013
Q2 		$264K Buy
+4,650
New +$272K 0.05% 160

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Banyan Partners's D Position: Q3 2014 in Review

Banyan Partners increased its Dominion Energy (D) stake by 11% in Q3 2014, buying an estimated $47.8K and bringing the position to 7,246 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #311.

Banyan Partners first reported a position in D in Q2 2013 and has held it in 6 quarters since. 871 funds tracked by Wall St. Rank hold D as of Q3 2014.

  • Banyan Partners held 7,246 shares of Dominion Energy worth $501K as of Q3 2014.
  • Banyan Partners bought 692 Dominion Energy shares in Q3 2014, an estimated $47.8K.
  • Dominion Energy made up 0.04% of Banyan Partners's portfolio in Q3 2014, its #311 holding.
  • Banyan Partners first reported a position in Dominion Energy in Q2 2013 and has held it in 6 quarters since.
  • 871 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.