Catamount Wealth Management’s Dominion Energy D Stock Holding History

Catamount Wealth Management’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
2019 Q1	$54K	Buy	+705	New	+$51.5K	0.03%	84
2018 Q4	–	Sell	-1,133	Closed	-$80K	–	204
2018 Q3	$80K	Hold	1,133	–	–	0.04%	66
2018 Q2	$80K	Hold	1,133	–	–	0.04%	64
2018 Q1	$76K	Hold	1,133	–	–	0.04%	65
2017 Q4	$92K	Hold	1,133	–	–	0.05%	56
2017 Q3	$87K	Hold	1,133	–	–	0.05%	54
2017 Q2	$87K	Sell	1,133 -300	-21%	-$23.6K	0.05%	64
2017 Q1	$111K	Hold	1,433	–	–	0.08%	53
2016 Q4	$110K	Hold	1,433	–	–	0.09%	47
2016 Q3	$103K	Sell	1,433 -4,917	-77%	-$375K	0.09%	45
2016 Q2	$495K	Buy	6,350 +2,225	+54%	+$161K	0.57%	20
2016 Q1	$310K	Buy	4,125 +500	+14%	+$35.4K	0.36%	22
2015 Q4	$245K	Buy	3,625 +500	+16%	+$34.5K	0.22%	24
2015 Q3	$220K	Buy	3,125 +1,992	+176%	+$140K	0.22%	20
2015 Q2	$76K	Hold	1,133	–	–	0.06%	52
2015 Q1	$80K	Hold	1,133	–	–	0.07%	42
2014 Q4	$87K	Buy	+1,133	New	+$82K	0.08%	39

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Catamount Wealth Management's D Position: Q1 2019 in Review

Catamount Wealth Management opened a new position in Dominion Energy (D) in Q1 2019: 705 shares worth $54K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in D as recently as Q3 2018.

Catamount Wealth Management first reported a position in D in Q4 2014 and has held it in 17 quarters since. The position peaked at $495K in Q2 2016. 1,328 funds tracked by Wall St. Rank hold D as of Q1 2019.

Catamount Wealth Management held 705 shares of Dominion Energy worth $54K as of Q1 2019.
Dominion Energy was a new Catamount Wealth Management position in Q1 2019.
Dominion Energy made up 0.03% of Catamount Wealth Management's portfolio in Q1 2019, its #84 holding.
Catamount Wealth Management first reported a position in Dominion Energy in Q4 2014 and has held it in 17 quarters since.
Catamount Wealth Management's Dominion Energy position peaked at $495K in Q2 2016.
1,328 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.