Beacon Capital Management Inc (Ohio)’s Dominion Energy D Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-12	Closed	-$1K	–	85
2017 Q4	$1K	Buy	+12	New	+$972	﹤0.01%	66
2016 Q3	–	Sell	-50	Closed	-$4K	–	116
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	119
2016 Q1	$4K	Sell	50 -500	-91%	-$35.4K	﹤0.01%	143
2015 Q4	$37K	Hold	550	–	–	﹤0.01%	84
2015 Q3	$39K	Hold	550	–	–	﹤0.01%	84
2015 Q2	$37K	Hold	550	–	–	﹤0.01%	91
2015 Q1	$39K	Sell	550 -400	-42%	-$29.7K	﹤0.01%	90
2014 Q4	$73K	Hold	950	–	–	0.01%	71
2014 Q3	$66K	Hold	950	–	–	0.01%	77
2014 Q2	$68K	Hold	950	–	–	0.01%	81
2014 Q1	$67K	Hold	950	–	–	0.02%	79
2013 Q4	$61K	Buy	+950	New	+$61.1K	0.02%	79

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s D Position: Q1 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Dominion Energy (D) in Q1 2018, closing a stake of 12 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in D in Q4 2013 and held it in 12 quarters. The position peaked at $73K in Q4 2014. 1,173 funds tracked by Wall St. Rank hold D as of Q1 2018.

Beacon Capital Management Inc (Ohio) reported no remaining Dominion Energy position as of Q1 2018 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 12 Dominion Energy shares in Q1 2018, an estimated $1K.
Beacon Capital Management Inc (Ohio) first reported a position in Dominion Energy in Q4 2013 and held it in 12 quarters.
Beacon Capital Management Inc (Ohio)'s Dominion Energy position peaked at $73K in Q4 2014.
1,173 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2018, filed 4 Apr 2018.