Brave Asset Management’s Dominion Energy D Stock Holding History

Brave 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
2019 Q2	–	Sell	-3,211	Closed	-$246K	–	157
2019 Q1	$246K	Buy	+3,211	New	+$235K	0.14%	110
2018 Q1	–	Sell	-2,500	Closed	-$203K	–	157
2017 Q4	$203K	Buy	+2,500	New	+$203K	0.11%	133
2016 Q4	–	Sell	-2,500	Closed	-$186K	–	190
2016 Q3	$186K	Hold	2,500	–	–	0.12%	130
2016 Q2	$195K	Hold	2,500	–	–	0.13%	132
2016 Q1	$188K	Hold	2,500	–	–	0.13%	135
2015 Q4	$169K	Hold	2,500	–	–	0.11%	143
2015 Q3	$176K	Hold	2,500	–	–	0.13%	134
2015 Q2	$167K	Hold	2,500	–	–	0.12%	136
2015 Q1	$177K	Hold	2,500	–	–	0.12%	132
2014 Q4	$192K	Hold	2,500	–	–	0.14%	127
2014 Q3	$173K	Hold	2,500	–	–	0.13%	130
2014 Q2	$179K	Hold	2,500	–	–	0.13%	127
2014 Q1	$177K	Hold	2,500	–	–	0.14%	120
2013 Q4	$162K	Buy	+2,500	New	+$161K	0.13%	125

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

Brave Asset Management's D Position: Q2 2019 in Review

Brave Asset Management sold out of Dominion Energy (D) in Q2 2019, closing a stake of 3,211 shares — an estimated $246K sold.

Brave Asset Management first reported a position in D in Q4 2013 and held it in 14 quarters. The position peaked at $246K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

Brave Asset Management reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
Brave Asset Management sold 3,211 Dominion Energy shares in Q2 2019, an estimated $246K.
Brave Asset Management first reported a position in Dominion Energy in Q4 2013 and held it in 14 quarters.
Brave Asset Management's Dominion Energy position peaked at $246K in Q1 2019.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Brave Asset Management's 13F filing for Q2 2019, filed 5 Aug 2019.