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Bridgewater Wealth & Financial Management’s Dominion Energy D Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-6,987
Closed -$535K – 53
2017
Q2 		$535K Buy
6,987
+710
+11% +$55.8K 0.18% 59
2017
Q1 		$487K Sell
6,277
-949
-13% -$71.8K 0.18% 60
2016
Q4 		$553K Hold
7,226
– – 0.21% 58
2016
Q3 		$537K Hold
7,226
– – 0.2% 58
2016
Q2 		$563K Sell
7,226
-300
-4% -$21.8K 0.2% 60
2016
Q1 		$565K Buy
7,526
+325
+5% +$23K 0.21% 60
2015
Q4 		$487K Buy
7,201
+142
+2% +$9.81K 0.19% 56
2015
Q3 		$497K Buy
7,059
+225
+3% +$15.8K 0.21% 55
2015
Q2 		$457K Sell
6,834
-900
-12% -$63.3K 0.19% 54
2015
Q1 		$548K Sell
7,734
-168
-2% -$12.5K 0.23% 52
2014
Q4 		$608K Buy
+7,902
New +$572K 0.25% 59

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

Bridgewater Wealth & Financial Management's D Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Dominion Energy (D) in Q3 2017, closing a stake of 6,987 shares — an estimated $535K sold.

Bridgewater Wealth & Financial Management first reported a position in D in Q4 2014 and held it in 11 quarters. The position peaked at $608K in Q4 2014. 1,037 funds tracked by Wall St. Rank hold D as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Dominion Energy position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 6,987 Dominion Energy shares in Q3 2017, an estimated $535K.
  • Bridgewater Wealth & Financial Management first reported a position in Dominion Energy in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's Dominion Energy position peaked at $608K in Q4 2014.
  • 1,037 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.