CIA
D icon

Capital Impact Advisors’s Dominion Energy D Stock Holding History

Capital Impact Advisors’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
-11,245
Closed -$861K – 177
2016
Q4 		$861K Hold
11,245
– – 0.36% 162
2016
Q3 		$835K Hold
11,245
– – 0.36% 157
2016
Q2 		$876K Buy
+11,245
New +$816K 0.41% 128

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

Capital Impact Advisors's D Position: Q1 2017 in Review

Capital Impact Advisors sold out of Dominion Energy (D) in Q1 2017, closing a stake of 11,245 shares — an estimated $861K sold.

Capital Impact Advisors first reported a position in D in Q2 2016 and held it in 3 quarters. The position peaked at $876K in Q2 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • Capital Impact Advisors reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
  • Capital Impact Advisors sold 11,245 Dominion Energy shares in Q1 2017, an estimated $861K.
  • Capital Impact Advisors first reported a position in Dominion Energy in Q2 2016 and held it in 3 quarters.
  • Capital Impact Advisors's Dominion Energy position peaked at $876K in Q2 2016.
  • 1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.