Clarfeld Financial Advisors’s Dominion Energy D Stock Holding History

Clarfeld 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
2018 Q4	$36K	Buy	+500	New	+$36.5K	0.03%	121

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarfeld Financial Advisors's D Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Dominion Energy (D) in Q4 2018: 500 shares worth $36K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings.

1,257 funds tracked by Wall St. Rank hold D as of Q4 2018.

Clarfeld Financial Advisors held 500 shares of Dominion Energy worth $36K as of Q4 2018.
Dominion Energy was a new Clarfeld Financial Advisors position in Q4 2018.
Dominion Energy made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #121 holding.
1,257 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.