DIA
D icon

Davidson Investment Advisors’s Dominion Energy D Stock Holding History

Davidson Investment 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
2017
Q3 		– Sell
-150
Closed -$11K – 126
2017
Q2 		$11K Sell
150
-125
-45% -$9.83K ﹤0.01% 173
2017
Q1 		$21K Hold
275
– – ﹤0.01% 158
2016
Q4 		$21K Hold
275
– – ﹤0.01% 169
2016
Q3 		$20K Hold
275
– – ﹤0.01% 161
2016
Q2 		$21K Sell
275
-205
-43% -$14.9K ﹤0.01% 157
2016
Q1 		$36K Hold
480
– – 0.01% 168
2015
Q4 		$32K Hold
480
– – 0.01% 172
2015
Q3 		$33K Buy
+480
New +$33.7K 0.01% 160

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Davidson Investment Advisors's D Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Dominion Energy (D) in Q3 2017, closing a stake of 150 shares — an estimated $11K sold.

Davidson Investment Advisors first reported a position in D in Q3 2015 and held it in 8 quarters. The position peaked at $36K in Q1 2016. 1,037 funds tracked by Wall St. Rank hold D as of Q3 2017.

  • Davidson Investment Advisors reported no remaining Dominion Energy position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 150 Dominion Energy shares in Q3 2017, an estimated $11K.
  • Davidson Investment Advisors first reported a position in Dominion Energy in Q3 2015 and held it in 8 quarters.
  • Davidson Investment Advisors's Dominion Energy position peaked at $36K in Q1 2016.
  • 1,037 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.