Edge Wealth Management’s Dominion Energy D Stock Holding History

Edge Wealth Management’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
2016 Q3	–	Sell	-75	Closed	-$6K	–	494
2016 Q2	$6K	Hold	75	–	–	﹤0.01%	353
2016 Q1	$6K	Hold	75	–	–	﹤0.01%	326
2015 Q4	$5K	Sell	75 -50	-40%	-$3.45K	﹤0.01%	342
2015 Q3	$9K	Sell	125 -125	-50%	-$8.78K	﹤0.01%	296
2015 Q2	$17K	Sell	250 -100	-29%	-$7.04K	0.01%	257
2015 Q1	$25K	Sell	350 -50	-13%	-$3.71K	0.01%	237
2014 Q4	$31K	Hold	400	–	–	0.01%	228
2014 Q3	$28K	Hold	400	–	–	0.01%	234
2014 Q2	$29K	Hold	400	–	–	0.01%	217
2014 Q1	$28K	Sell	400 -100	-20%	-$6.83K	0.01%	210
2013 Q4	$32K	Buy	+500	New	+$32.2K	0.01%	189

Other funds holding D

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Edge Wealth Management's D Position: Q3 2016 in Review

Edge Wealth Management sold out of Dominion Energy (D) in Q3 2016, closing a stake of 75 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in D in Q4 2013 and held it in 11 quarters. The position peaked at $32K in Q4 2013. 973 funds tracked by Wall St. Rank hold D as of Q3 2016.

Edge Wealth Management reported no remaining Dominion Energy position as of Q3 2016 after selling out during the quarter.
Edge Wealth Management sold 75 Dominion Energy shares in Q3 2016, an estimated $6K.
Edge Wealth Management first reported a position in Dominion Energy in Q4 2013 and held it in 11 quarters.
Edge Wealth Management's Dominion Energy position peaked at $32K in Q4 2013.
973 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.