Clear Harbor Asset Management’s Dominion Energy D Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-2,662	Closed	-$210K	–	410
2020 Q3	$210K	Hold	2,662	–	–	0.04%	241
2020 Q2	$216K	Buy	+2,662	New	+$214K	0.04%	231
2020 Q1	–	Sell	-2,062	Closed	-$171K	–	366
2019 Q4	$171K	Buy	+2,062	New	+$168K	0.03%	276

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Harbor Asset Management's D Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,662 shares — an estimated $210K sold.

Clear Harbor Asset Management first reported a position in D in Q4 2019 and held it in 3 quarters. The position peaked at $216K in Q2 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

Clear Harbor Asset Management reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 2,662 Dominion Energy shares in Q4 2020, an estimated $210K.
Clear Harbor Asset Management first reported a position in Dominion Energy in Q4 2019 and held it in 3 quarters.
Clear Harbor Asset Management's Dominion Energy position peaked at $216K in Q2 2020.
1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.