BCM
D icon

Barometer Capital Management’s Dominion Energy D Stock Holding History

Barometer Capital Management’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
Q4 		– Sell
-173,500
Closed -$12.9M – 136
2016
Q3 		$12.9M Sell
173,500
-21,200
-11% -$1.62M 1.43% 30
2016
Q2 		$15.2M Buy
+194,700
New +$14.1M 1.5% 27

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barometer Capital Management's D Position: Q4 2016 in Review

Barometer Capital Management sold out of Dominion Energy (D) in Q4 2016, closing a stake of 173,500 shares — an estimated $12.9M sold.

Barometer Capital Management first reported a position in D in Q2 2016 and held it in 2 quarters. The position peaked at $15.2M in Q2 2016. 1,019 funds tracked by Wall St. Rank hold D as of Q4 2016.

  • Barometer Capital Management reported no remaining Dominion Energy position as of Q4 2016 after selling out during the quarter.
  • Barometer Capital Management sold 173,500 Dominion Energy shares in Q4 2016, an estimated $12.9M.
  • Barometer Capital Management first reported a position in Dominion Energy in Q2 2016 and held it in 2 quarters.
  • Barometer Capital Management's Dominion Energy position peaked at $15.2M in Q2 2016.
  • 1,019 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

Based on Barometer Capital Management's 13F filing for Q4 2016, filed 17 Jan 2017.