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Braun Stacey Associates’s Dominion Energy D Stock Holding History

Braun Stacey 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
2015
Q3 		– Sell
-5,215
Closed -$349K – 175
2015
Q2 		$349K Buy
+5,215
New +$367K 0.01% 256
2013
Q3 		– Sell
-5,400
Closed -$307K – 153
2013
Q2 		$307K Buy
+5,400
New +$316K 0.02% 131

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun Stacey Associates's D Position: Q3 2015 in Review

Braun Stacey Associates sold out of Dominion Energy (D) in Q3 2015, closing a stake of 5,215 shares — an estimated $349K sold.

Braun Stacey Associates first reported a position in D in Q2 2013 and held it in 2 quarters. The position peaked at $349K in Q2 2015. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

  • Braun Stacey Associates reported no remaining Dominion Energy position as of Q3 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 5,215 Dominion Energy shares in Q3 2015, an estimated $349K.
  • Braun Stacey Associates first reported a position in Dominion Energy in Q2 2013 and held it in 2 quarters.
  • Braun Stacey Associates's Dominion Energy position peaked at $349K in Q2 2015.
  • 920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on Braun Stacey Associates's 13F filing for Q3 2015, filed 1 Dec 2015.