Contravisory Investment Management’s Dominion Energy D Stock Holding History

Contravisory Investment 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
2019 Q3	–	Sell	-5,832	Closed	-$451K	–	283
2019 Q2	$451K	Buy	5,832 +6	+0.1%	+$457	0.17%	63
2019 Q1	$447K	Buy	+5,826	New	+$425K	0.17%	66
2018 Q4	–	Sell	-13	Closed	-$1K	–	304
2018 Q3	$1K	Buy	+13	New	+$920	﹤0.01%	273
2018 Q1	–	Sell	-10	Closed	-$1K	–	358
2017 Q4	$1K	Buy	+10	New	+$810	﹤0.01%	356
2016 Q3	–	Sell	-29	Closed	-$2K	–	293
2016 Q2	$2K	Hold	29	–	–	﹤0.01%	163
2016 Q1	$2K	Buy	+29	New	+$2.05K	﹤0.01%	152
2014 Q2	–	Sell	-290	Closed	-$21K	–	157
2014 Q1	$21K	Buy	+290	New	+$19.8K	﹤0.01%	105

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Contravisory Investment Management's D Position: Q3 2019 in Review

Contravisory Investment Management sold out of Dominion Energy (D) in Q3 2019, closing a stake of 5,832 shares — an estimated $451K sold.

Contravisory Investment Management first reported a position in D in Q1 2014 and held it in 7 quarters. The position peaked at $451K in Q2 2019. 1,338 funds tracked by Wall St. Rank hold D as of Q3 2019.

Contravisory Investment Management reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
Contravisory Investment Management sold 5,832 Dominion Energy shares in Q3 2019, an estimated $451K.
Contravisory Investment Management first reported a position in Dominion Energy in Q1 2014 and held it in 7 quarters.
Contravisory Investment Management's Dominion Energy position peaked at $451K in Q2 2019.
1,338 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on Contravisory Investment Management's 13F filing for Q3 2019, filed 7 Oct 2019.