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BTR Capital Management’s Dominion Energy D Stock Holding History

BTR Capital 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
Q1 		– Sell
-3,350
Closed -$249K – 158
2016
Q4 		$249K Hold
3,350
– – 0.06% 143
2016
Q3 		$249K Sell
3,350
-880
-21% -$67K 0.06% 143
2016
Q2 		$330K Hold
4,230
– – 0.08% 126
2016
Q1 		$318K Sell
4,230
-520
-11% -$36.8K 0.07% 125
2015
Q4 		$321K Sell
4,750
-500
-10% -$34.5K 0.07% 132
2015
Q3 		$369K Buy
+5,250
New +$369K 0.09% 126

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

BTR Capital Management's D Position: Q1 2017 in Review

BTR Capital Management sold out of Dominion Energy (D) in Q1 2017, closing a stake of 3,350 shares — an estimated $249K sold.

BTR Capital Management first reported a position in D in Q3 2015 and held it in 6 quarters. The position peaked at $369K in Q3 2015. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • BTR Capital Management reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
  • BTR Capital Management sold 3,350 Dominion Energy shares in Q1 2017, an estimated $249K.
  • BTR Capital Management first reported a position in Dominion Energy in Q3 2015 and held it in 6 quarters.
  • BTR Capital Management's Dominion Energy position peaked at $369K in Q3 2015.
  • 1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on BTR Capital Management's 13F filing for Q1 2017, filed 25 Apr 2017.