CPA
D icon

Capital Planning Advisors’s Dominion Energy D Stock Holding History

Capital Planning 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
Q2 		– Sell
-2,652
Closed -$206K – 134
2017
Q1 		$206K Hold
2,652
– – 0.1% 129
2016
Q4 		$203K Buy
+2,652
New +$195K 0.11% 95
2016
Q3 		– Sell
-2,832
Closed -$221K – 97
2016
Q2 		$221K Hold
2,832
– – 0.12% 91
2016
Q1 		$213K Buy
+2,832
New +$200K 0.1% 94

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
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 Planning Advisors's D Position: Q2 2017 in Review

Capital Planning Advisors sold out of Dominion Energy (D) in Q2 2017, closing a stake of 2,652 shares — an estimated $206K sold.

Capital Planning Advisors first reported a position in D in Q1 2016 and held it in 4 quarters. The position peaked at $221K in Q2 2016. 1,044 funds tracked by Wall St. Rank hold D as of Q2 2017.

  • Capital Planning Advisors reported no remaining Dominion Energy position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 2,652 Dominion Energy shares in Q2 2017, an estimated $206K.
  • Capital Planning Advisors first reported a position in Dominion Energy in Q1 2016 and held it in 4 quarters.
  • Capital Planning Advisors's Dominion Energy position peaked at $221K in Q2 2016.
  • 1,044 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.