Delphi Private Advisors’s Dominion Energy D Stock Holding History

Delphi Private 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 Q1	–	Sell	-40	Closed	-$3K	–	149
2016 Q4	$3K	Hold	40	–	–	0.01%	159
2016 Q3	$3K	Sell	40 -137	-77%	-$10.4K	0.01%	213
2016 Q2	$14K	Hold	177	–	–	0.03%	118
2016 Q1	$13K	Sell	177 -2	-1%	-$141	0.02%	126
2015 Q4	$12K	Buy	+179	New	+$12.4K	0.02%	140

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Delphi Private Advisors's D Position: Q1 2017 in Review

Delphi Private Advisors sold out of Dominion Energy (D) in Q1 2017, closing a stake of 40 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in D in Q4 2015 and held it in 5 quarters. The position peaked at $14K in Q2 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

Delphi Private Advisors reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 40 Dominion Energy shares in Q1 2017, an estimated $3K.
Delphi Private Advisors first reported a position in Dominion Energy in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Dominion Energy position peaked at $14K in Q2 2016.
1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.