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Chartwell Investment Partners’s Dominion Energy D Stock Holding History

Chartwell Investment Partners’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
2014
Q1 		– Sell
-43,636
Closed -$2.82M – 346
2013
Q4 		$2.82M Sell
43,636
-235
-0.5% -$15.1K 0.06% 283
2013
Q3 		$2.74M Sell
43,871
-500
-1% -$29.7K 0.06% 285
2013
Q2 		$2.52M Buy
+44,371
New +$2.6M 0.06% 278

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BIT
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Chartwell Investment Partners's D Position: Q1 2014 in Review

Chartwell Investment Partners sold out of Dominion Energy (D) in Q1 2014, closing a stake of 43,636 shares — an estimated $2.82M sold.

Chartwell Investment Partners first reported a position in D in Q2 2013 and held it in 3 quarters. The position peaked at $2.82M in Q4 2013. 886 funds tracked by Wall St. Rank hold D as of Q1 2014.

  • Chartwell Investment Partners reported no remaining Dominion Energy position as of Q1 2014 after selling out during the quarter.
  • Chartwell Investment Partners sold 43,636 Dominion Energy shares in Q1 2014, an estimated $2.82M.
  • Chartwell Investment Partners first reported a position in Dominion Energy in Q2 2013 and held it in 3 quarters.
  • Chartwell Investment Partners's Dominion Energy position peaked at $2.82M in Q4 2013.
  • 886 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2014.

Based on Chartwell Investment Partners's 13F filing for Q1 2014, filed 20 May 2014.