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

Blue Square 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
Q3 		– Sell
-478
Closed -$39K – 104
2020
Q2 		$39K Buy
+478
New +$38.3K 0.03% 133

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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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Northern Trust
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Blue Square Asset Management's D Position: Q3 2020 in Review

Blue Square Asset Management sold out of Dominion Energy (D) in Q3 2020, closing a stake of 478 shares — an estimated $39K sold.

Blue Square Asset Management first reported a position in D in Q2 2020 and held it in 1 quarter. The position peaked at $39K in Q2 2020. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Blue Square Asset Management reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Blue Square Asset Management sold 478 Dominion Energy shares in Q3 2020, an estimated $39K.
  • Blue Square Asset Management first reported a position in Dominion Energy in Q2 2020 and held it in 1 quarter.
  • Blue Square Asset Management's Dominion Energy position peaked at $39K in Q2 2020.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Blue Square Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.