Cutter & Co Brokerage’s Dominion Energy D Stock Holding History

Cutter & Co Brokerage’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	-6,658	Closed	-$515K	–	303
2019 Q2	$515K	Sell	6,658 -2,767	-29%	-$211K	0.16%	132
2019 Q1	$723K	Sell	9,425 -2,695	-22%	-$197K	0.21%	105
2018 Q4	$866K	Sell	12,120 -4,425	-27%	-$323K	0.33%	78
2018 Q3	$1.16M	Sell	16,545 -1,809	-10%	-$128K	0.4%	69
2018 Q2	$1.25M	Buy	18,354 +212	+1%	+$13.8K	0.48%	60
2018 Q1	$1.22M	Buy	18,142 +7,987	+79%	+$590K	0.48%	57
2017 Q4	$823K	Buy	10,155 +43	+0.4%	+$3.48K	0.34%	73
2017 Q3	$778K	Sell	10,112 -54	-0.5%	-$4.2K	0.31%	82
2017 Q2	$779K	Buy	10,166 +6	+0.1%	+$472	0.31%	85
2017 Q1	$788K	Buy	+10,160	New	+$769K	0.33%	80

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

Cutter & Co Brokerage's D Position: Q3 2019 in Review

Cutter & Co Brokerage sold out of Dominion Energy (D) in Q3 2019, closing a stake of 6,658 shares — an estimated $515K sold.

Cutter & Co Brokerage first reported a position in D in Q1 2017 and held it in 10 quarters. The position peaked at $1.25M in Q2 2018. 1,338 funds tracked by Wall St. Rank hold D as of Q3 2019.

Cutter & Co Brokerage reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 6,658 Dominion Energy shares in Q3 2019, an estimated $515K.
Cutter & Co Brokerage first reported a position in Dominion Energy in Q1 2017 and held it in 10 quarters.
Cutter & Co Brokerage's Dominion Energy position peaked at $1.25M in Q2 2018.
1,338 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on Cutter & Co Brokerage's 13F filing for Q3 2019, filed 7 Nov 2019.