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Bellwether Investment Group’s Dominion Energy D Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-699
Closed -$54K – 198
2017
Q1 		$54K Buy
699
+153
+28% +$11.6K 0.14% 136
2016
Q4 		$42K Buy
+546
New +$40.2K 0.04% 294
2016
Q2 		$10K Buy
+122
New +$8.85K 0.01% 410

Other funds holding D

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bellwether Investment Group's D Position: Q2 2017 in Review

Bellwether Investment Group sold out of Dominion Energy (D) in Q2 2017, closing a stake of 699 shares — an estimated $54K sold.

Bellwether Investment Group first reported a position in D in Q2 2016 and held it in 3 quarters. The position peaked at $54K in Q1 2017. 1,044 funds tracked by Wall St. Rank hold D as of Q2 2017.

  • Bellwether Investment Group reported no remaining Dominion Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 699 Dominion Energy shares in Q2 2017, an estimated $54K.
  • Bellwether Investment Group first reported a position in Dominion Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Dominion Energy position peaked at $54K in Q1 2017.
  • 1,044 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.