BBA
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Braun-Bostich & Associates’s Dominion Energy D Stock Holding History

Braun-Bostich & Associates’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
-151
Closed -$12K – 247
2020
Q2 		$12K Hold
151
– – 0.01% 205
2020
Q1 		$11K Sell
151
-157
-51% -$12.8K 0.01% 197
2019
Q4 		$25K Buy
+308
New +$25.2K 0.02% 173
2019
Q3 		– Sell
-1,630
Closed -$126K – 131
2019
Q2 		$126K Buy
1,630
+916
+128% +$69.8K 0.13% 120
2019
Q1 		$55K Buy
714
+506
+243% +$37K 0.06% 195
2018
Q4 		$15K Hold
208
– – 0.02% 242
2018
Q3 		$15K Buy
208
+57
+38% +$4.04K 0.01% 248
2018
Q2 		$10K Sell
151
-461
-75% -$30K 0.01% 254
2018
Q1 		$41K Sell
612
-701
-53% -$51.8K 0.04% 186
2017
Q4 		$106K Buy
+1,313
New +$106K 0.09% 134

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun-Bostich & Associates's D Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Dominion Energy (D) in Q3 2020, closing a stake of 151 shares — an estimated $12K sold.

Braun-Bostich & Associates first reported a position in D in Q4 2017 and held it in 10 quarters. The position peaked at $126K in Q2 2019. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 151 Dominion Energy shares in Q3 2020, an estimated $12K.
  • Braun-Bostich & Associates first reported a position in Dominion Energy in Q4 2017 and held it in 10 quarters.
  • Braun-Bostich & Associates's Dominion Energy position peaked at $126K in Q2 2019.
  • 1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.