Creative Planning’s Dominion Energy, Inc. DCUC Stock Holding History

Creative Planning’s Portfolio DCUC Stock Details DCUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-50	Closed	-$2K	–	5130
2016 Q3	$2K	Sell	50 -500	-91%	-$25.7K	﹤0.01%	4332
2016 Q2	$29K	Buy	550 +50	+10%	+$2.5K	﹤0.01%	2540
2016 Q1	$25K	Hold	500	–	–	﹤0.01%	2615
2015 Q4	$24K	Hold	500	–	–	﹤0.01%	2734
2015 Q3	$25K	Buy	+500	New	+$25K	﹤0.01%	2575
2015 Q2	–	Sell	-500	Closed	-$24K	–	4233
2015 Q1	$24K	Buy	+500	New	+$25.7K	﹤0.01%	2603

Other funds holding DCUC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

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

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's DCUC Position: Q4 2016 in Review

Creative Planning sold out of Dominion Energy, Inc. (DCUC) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

Creative Planning first reported a position in DCUC in Q1 2015 and held it in 6 quarters. The position peaked at $29K in Q2 2016. 52 funds tracked by Wall St. Rank hold DCUC as of Q4 2016.

Creative Planning reported no remaining Dominion Energy, Inc. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 50 Dominion Energy, Inc. shares in Q4 2016, an estimated $2K.
Creative Planning first reported a position in Dominion Energy, Inc. in Q1 2015 and held it in 6 quarters.
Creative Planning's Dominion Energy, Inc. position peaked at $29K in Q2 2016.
52 funds tracked by Wall St. Rank held Dominion Energy, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.