CFA
DCUC

Carroll Financial Associates’s Dominion Energy, Inc. DCUC Stock Holding History

Carroll Financial Associates’s Portfolio DCUC Stock Details DCUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-150
Closed -$7K – 1182
2015
Q1 		$7K Buy
+150
New +$7.72K ﹤0.01% 592

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Massachusetts Financial Services
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Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's DCUC Position: Q2 2015 in Review

Carroll Financial Associates sold out of Dominion Energy, Inc. (DCUC) in Q2 2015, closing a stake of 150 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in DCUC in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 54 funds tracked by Wall St. Rank hold DCUC as of Q2 2015.

  • Carroll Financial Associates reported no remaining Dominion Energy, Inc. position as of Q2 2015 after selling out during the quarter.
  • Carroll Financial Associates sold 150 Dominion Energy, Inc. shares in Q2 2015, an estimated $7K.
  • Carroll Financial Associates first reported a position in Dominion Energy, Inc. in Q1 2015 and held it in 1 quarter.
  • Carroll Financial Associates's Dominion Energy, Inc. position peaked at $7K in Q1 2015.
  • 54 funds tracked by Wall St. Rank held Dominion Energy, Inc. as of Q2 2015.

Based on Carroll Financial Associates's 13F filing for Q2 2015, filed 3 Aug 2015.