Boston Advisors’s Dominion Energy D Stock Holding History

Boston Advisors’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	-2,712	Closed	-$210K	–	650
2017 Q1	$210K	Hold	2,712	–	–	﹤0.01%	610
2016 Q4	$208K	Sell	2,712 -206	-7%	-$15.2K	0.01%	619
2016 Q3	$217K	Sell	2,918 -240	-8%	-$18.3K	0.01%	652
2016 Q2	$246K	Hold	3,158	–	–	0.01%	638
2016 Q1	$237K	Sell	3,158 -100	-3%	-$7.08K	0.01%	622
2015 Q4	$220K	Buy	3,258 +240	+8%	+$16.6K	0.01%	621
2015 Q3	$212K	Hold	3,018	–	–	0.01%	728
2015 Q2	$202K	Sell	3,018 -166	-5%	-$11.7K	0.01%	641
2015 Q1	$226K	Hold	3,184	–	–	0.01%	621
2014 Q4	$245K	Hold	3,184	–	–	0.01%	522
2014 Q3	$220K	Hold	3,184	–	–	0.01%	547
2014 Q2	$228K	Hold	3,184	–	–	0.01%	552
2014 Q1	$226K	Buy	+3,184	New	+$217K	0.01%	540

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Boston Advisors's D Position: Q2 2017 in Review

Boston Advisors sold out of Dominion Energy (D) in Q2 2017, closing a stake of 2,712 shares — an estimated $210K sold.

Boston Advisors first reported a position in D in Q1 2014 and held it in 13 quarters. The position peaked at $246K in Q2 2016. 1,044 funds tracked by Wall St. Rank hold D as of Q2 2017.

Boston Advisors reported no remaining Dominion Energy position as of Q2 2017 after selling out during the quarter.
Boston Advisors sold 2,712 Dominion Energy shares in Q2 2017, an estimated $210K.
Boston Advisors first reported a position in Dominion Energy in Q1 2014 and held it in 13 quarters.
Boston Advisors's Dominion Energy position peaked at $246K in Q2 2016.
1,044 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2017.

Based on Boston Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.