CCM Investment Advisers’s Dominion Energy D Stock Holding History

CCM Investment Advisers’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 Q3	–	Sell	-3,220	Closed	-$246K	–	92
2017 Q2	$246K	Sell	3,220 -7,550	-70%	-$593K	0.05%	82
2017 Q1	$835K	Sell	10,770 -5,700	-35%	-$431K	0.17%	67
2016 Q4	$1.26M	Sell	16,470 -510	-3%	-$37.6K	0.27%	61
2016 Q3	$1.26M	Sell	16,980 -94,244	-85%	-$7.18M	0.27%	60
2016 Q2	$8.67M	Sell	111,224 -151,169	-58%	-$11M	0.81%	54
2016 Q1	$19.7M	Sell	262,393 -27,581	-10%	-$1.95M	1.85%	25
2015 Q4	$19.6M	Buy	289,974 +34,653	+14%	+$2.39M	1.84%	34
2015 Q3	$18M	Buy	255,321 +101,431	+66%	+$7.13M	1.79%	29
2015 Q2	$10.3M	Buy	+153,890	New	+$10.8M	0.95%	50

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CCM Investment Advisers's D Position: Q3 2017 in Review

CCM Investment Advisers sold out of Dominion Energy (D) in Q3 2017, closing a stake of 3,220 shares — an estimated $246K sold.

CCM Investment Advisers first reported a position in D in Q2 2015 and held it in 9 quarters. The position peaked at $19.7M in Q1 2016. 1,037 funds tracked by Wall St. Rank hold D as of Q3 2017.

CCM Investment Advisers reported no remaining Dominion Energy position as of Q3 2017 after selling out during the quarter.
CCM Investment Advisers sold 3,220 Dominion Energy shares in Q3 2017, an estimated $246K.
CCM Investment Advisers first reported a position in Dominion Energy in Q2 2015 and held it in 9 quarters.
CCM Investment Advisers's Dominion Energy position peaked at $19.7M in Q1 2016.
1,037 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2017.

Based on CCM Investment Advisers's 13F filing for Q3 2017, filed 2 Nov 2017.