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Cynosure Advisors’s Dominion Energy D Stock Holding History

Cynosure 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
Q3 		– Sell
-3,368
Closed -$230K – 66
2018
Q2 		$230K Sell
3,368
-1,044
-24% -$68K 0.06% 210
2018
Q1 		$298K Sell
4,412
-5,462
-55% -$403K 0.08% 176
2017
Q4 		$800K Buy
+9,874
New +$800K 0.18% 60

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BlackRock
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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

Cynosure Advisors's D Position: Q3 2018 in Review

Cynosure Advisors sold out of Dominion Energy (D) in Q3 2018, closing a stake of 3,368 shares — an estimated $230K sold.

Cynosure Advisors first reported a position in D in Q4 2017 and held it in 3 quarters. The position peaked at $800K in Q4 2017. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Cynosure Advisors reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 3,368 Dominion Energy shares in Q3 2018, an estimated $230K.
  • Cynosure Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Dominion Energy position peaked at $800K in Q4 2017.
  • 1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.