Clear Perspective Advisors’s Dominion Energy D Stock Holding History

Clear Perspective 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 Q3	–	Sell	-500	Closed	-$34K	–	200
2018 Q2	$34K	Hold	500	–	–	0.02%	277
2018 Q1	$34K	Hold	500	–	–	0.03%	263
2017 Q4	$41K	Hold	500	–	–	0.03%	246
2017 Q3	$38K	Hold	500	–	–	0.03%	249
2017 Q2	$38K	Hold	500	–	–	0.03%	246
2017 Q1	$39K	Hold	500	–	–	0.03%	232
2016 Q4	$38K	Buy	+500	New	+$36.9K	0.03%	222

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Clear Perspective Advisors's D Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Dominion Energy (D) in Q3 2018, closing a stake of 500 shares — an estimated $34K sold.

Clear Perspective Advisors first reported a position in D in Q4 2016 and held it in 7 quarters. The position peaked at $41K in Q4 2017. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

Clear Perspective Advisors reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 500 Dominion Energy shares in Q3 2018, an estimated $34K.
Clear Perspective Advisors first reported a position in Dominion Energy in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Dominion Energy position peaked at $41K in Q4 2017.
1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.