CCA
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Clearwater Capital Advisors’s Dominion Energy D Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-33
Closed -$2K – 258
2018
Q1 		$2K Buy
+33
New +$2.44K ﹤0.01% 592

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Franklin Resources
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Wellington Management Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearwater Capital Advisors's D Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Dominion Energy (D) in Q2 2018, closing a stake of 33 shares — an estimated $2K sold.

Clearwater Capital Advisors first reported a position in D in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Dominion Energy position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 33 Dominion Energy shares in Q2 2018, an estimated $2K.
  • Clearwater Capital Advisors first reported a position in Dominion Energy in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Dominion Energy position peaked at $2K in Q1 2018.
  • 1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.