CA Family Wealth’s Dominion Energy D Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-4,016	Closed	-$333K	–	72
2019 Q4	$333K	Buy	+4,016	New	+$328K	0.22%	50

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CA Family Wealth's D Position: Q1 2020 in Review

CA Family Wealth sold out of Dominion Energy (D) in Q1 2020, closing a stake of 4,016 shares — an estimated $333K sold.

CA Family Wealth first reported a position in D in Q4 2019 and held it in 1 quarter. The position peaked at $333K in Q4 2019. 1,397 funds tracked by Wall St. Rank hold D as of Q1 2020.

CA Family Wealth reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,016 Dominion Energy shares in Q1 2020, an estimated $333K.
CA Family Wealth first reported a position in Dominion Energy in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Dominion Energy position peaked at $333K in Q4 2019.
1,397 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.