Blue Sky Asset Management’s Dominion Energy D Stock Holding History

Blue Sky Asset 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
2020 Q2	–	Sell	-2,805	Closed	-$202K	–	41
2020 Q1	$202K	Sell	2,805 -13	-0.5%	-$1.06K	0.08%	60
2019 Q4	$233K	Buy	+2,818	New	+$230K	0.07%	97
2018 Q4	–	Sell	-11,362	Closed	-$799K	–	56
2018 Q3	$799K	Sell	11,362 -1,658	-13%	-$117K	0.67%	33
2018 Q2	$888K	Buy	+13,020	New	+$848K	0.74%	26

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Sky Asset Management's D Position: Q2 2020 in Review

Blue Sky Asset Management sold out of Dominion Energy (D) in Q2 2020, closing a stake of 2,805 shares — an estimated $202K sold.

Blue Sky Asset Management first reported a position in D in Q2 2018 and held it in 4 quarters. The position peaked at $888K in Q2 2018. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

Blue Sky Asset Management reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
Blue Sky Asset Management sold 2,805 Dominion Energy shares in Q2 2020, an estimated $202K.
Blue Sky Asset Management first reported a position in Dominion Energy in Q2 2018 and held it in 4 quarters.
Blue Sky Asset Management's Dominion Energy position peaked at $888K in Q2 2018.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Blue Sky Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.