Capstone Financial Advisors’s Dominion Energy D Stock Holding History

Capstone Financial 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
2015 Q3	–	Sell	-4,103	Closed	-$274K	–	77
2015 Q2	$274K	Hold	4,103	–	–	0.11%	62
2015 Q1	$291K	Hold	4,103	–	–	0.11%	57
2014 Q4	$316K	Buy	4,103 +200	+5%	+$14.5K	0.1%	53
2014 Q3	$270K	Hold	3,903	–	–	0.16%	46
2014 Q2	$279K	Hold	3,903	–	–	0.19%	42
2014 Q1	$277K	Hold	3,903	–	–	0.17%	41
2013 Q4	$252K	Buy	+3,903	New	+$251K	0.16%	47

Other funds holding D

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capstone Financial Advisors's D Position: Q3 2015 in Review

Capstone Financial Advisors sold out of Dominion Energy (D) in Q3 2015, closing a stake of 4,103 shares — an estimated $274K sold.

Capstone Financial Advisors first reported a position in D in Q4 2013 and held it in 7 quarters. The position peaked at $316K in Q4 2014. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

Capstone Financial Advisors reported no remaining Dominion Energy position as of Q3 2015 after selling out during the quarter.
Capstone Financial Advisors sold 4,103 Dominion Energy shares in Q3 2015, an estimated $274K.
Capstone Financial Advisors first reported a position in Dominion Energy in Q4 2013 and held it in 7 quarters.
Capstone Financial Advisors's Dominion Energy position peaked at $316K in Q4 2014.
920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on Capstone Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.