Douglas C. Lane & Associates’s Dominion Energy D Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$219K	Buy	3,234 +350	+12%	+$24.2K	0.01%	205
2015 Q3	$203K	Buy	+2,884	New	+$203K	0.01%	226
2015 Q2	–	Sell	-3,441	Closed	-$244K	–	236
2015 Q1	$244K	Buy	3,441 +489	+17%	+$36.3K	0.01%	208
2014 Q4	$227K	Hold	2,952	–	–	0.01%	213
2014 Q3	$204K	Buy	+2,952	New	+$204K	0.01%	215

Other funds holding D

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Douglas C. Lane & Associates's D Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its Dominion Energy (D) stake by 12% in Q4 2015, buying an estimated $24.2K and bringing the position to 3,234 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #205.

Douglas C. Lane & Associates first reported a position in D in Q3 2014 and has held it in 5 quarters since. The position peaked at $244K in Q1 2015. 935 funds tracked by Wall St. Rank hold D as of Q4 2015.

Douglas C. Lane & Associates held 3,234 shares of Dominion Energy worth $219K as of Q4 2015.
Douglas C. Lane & Associates bought 350 Dominion Energy shares in Q4 2015, an estimated $24.2K.
Dominion Energy made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #205 holding.
Douglas C. Lane & Associates first reported a position in Dominion Energy in Q3 2014 and has held it in 5 quarters since.
Douglas C. Lane & Associates's Dominion Energy position peaked at $244K in Q1 2015.
935 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.