CFC
D icon

Coyle Financial Counsel’s Dominion Energy D Stock Holding History

Coyle Financial Counsel’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
-24
Closed -$2K – 95
2018
Q2 		$2K Buy
+24
New +$1.56K ﹤0.01% 279

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Coyle Financial Counsel's D Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Dominion Energy (D) in Q3 2018, closing a stake of 24 shares — an estimated $2K sold.

Coyle Financial Counsel first reported a position in D in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 1,170 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 24 Dominion Energy shares in Q3 2018, an estimated $2K.
  • Coyle Financial Counsel first reported a position in Dominion Energy in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Dominion Energy position peaked at $2K in Q2 2018.
  • 1,170 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.