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Bridges Investment Counsel’s Dominion Energy D Stock Holding History

Bridges Investment Counsel’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
Q4 		$415K Buy
5,117
+64
+1% +$5.18K 0.23% 93
2017
Q3 		$389K Sell
5,053
-5,969
-54% -$464K 0.22% 97
2017
Q2 		$845K Buy
11,022
+5,655
+105% +$445K 0.19% 97
2017
Q1 		$416K Sell
5,367
-6,005
-53% -$454K 0.12% 100
2016
Q4 		$871K Hold
11,372
– – 0.21% 95
2016
Q3 		$844K Sell
11,372
-300
-3% -$22.9K 0.18% 96
2016
Q2 		$909K Hold
11,672
– – 0.2% 93
2016
Q1 		$877K Buy
11,672
+8,517
+270% +$603K 0.19% 92
2015
Q4 		$211K Hold
3,155
– – 0.04% 134
2015
Q3 		$211K Sell
3,155
-9,202
-74% -$647K 0.04% 134
2015
Q2 		$827K Sell
12,357
-1,700
-12% -$120K 0.19% 102
2015
Q1 		$996K Hold
14,057
– – 0.23% 95
2014
Q4 		$1.08M Buy
14,057
+400
+3% +$28.9K 0.25% 93
2014
Q3 		$943K Sell
13,657
-265
-2% -$18.3K 0.22% 99
2014
Q2 		$996K Sell
13,922
-400
-3% -$28.1K 0.23% 99
2014
Q1 		$1.02M Sell
14,322
-250
-2% -$17.1K 0.24% 95
2013
Q4 		$943K Sell
14,572
-45
-0.3% -$2.9K 0.22% 98
2013
Q3 		$913K Buy
14,617
+246
+2% +$14.6K 0.23% 95
2013
Q2 		$816K Buy
+14,371
New +$842K 0.21% 99

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bridges Investment Counsel's D Position: Q4 2017 in Review

Bridges Investment Counsel increased its Dominion Energy (D) stake by 1.3% in Q4 2017, buying an estimated $5.18K and bringing the position to 5,117 shares worth $415K. The position accounts for 0.23% of the portfolio, ranked #93.

Bridges Investment Counsel first reported a position in D in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2014. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • Bridges Investment Counsel held 5,117 shares of Dominion Energy worth $415K as of Q4 2017.
  • Bridges Investment Counsel bought 64 Dominion Energy shares in Q4 2017, an estimated $5.18K.
  • Dominion Energy made up 0.23% of Bridges Investment Counsel's portfolio in Q4 2017, its #93 holding.
  • Bridges Investment Counsel first reported a position in Dominion Energy in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Dominion Energy position peaked at $1.08M in Q4 2014.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.