EIA
DCUD

Edgemoor Investment Advisors’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Edgemoor Investment Advisors’s Portfolio DCUD Stock Details DCUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-75,465
Closed -$3.79M – 141
2019
Q2 		$3.79M Sell
75,465
-906
-1% -$45.1K 0.48% 59
2019
Q1 		$3.81M Buy
76,371
+10,985
+17% +$534K 0.5% 57
2018
Q4 		$3.13M Buy
65,386
+1,830
+3% +$88.6K 0.47% 60
2018
Q3 		$3.01M Buy
63,556
+5,005
+9% +$238K 0.37% 65
2018
Q2 		$2.71M Buy
58,551
+10,665
+22% +$477K 0.36% 66
2018
Q1 		$2.22M Buy
47,886
+1,966
+4% +$96.8K 0.3% 67
2017
Q4 		$2.3M Buy
45,920
+2,810
+7% +$146K 0.29% 66
2017
Q3 		$2.19M Buy
43,110
+5,640
+15% +$287K 0.3% 69
2017
Q2 		$1.89M Buy
37,470
+9,165
+32% +$466K 0.26% 73
2017
Q1 		$1.44M Buy
+28,305
New +$1.42M 0.2% 75

Other funds holding DCUD

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Edgemoor Investment Advisors's DCUD Position: Q3 2019 in Review

Edgemoor Investment Advisors sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 75,465 shares — an estimated $3.79M sold.

Edgemoor Investment Advisors first reported a position in DCUD in Q1 2017 and held it in 10 quarters. The position peaked at $3.81M in Q1 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

  • Edgemoor Investment Advisors reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 75,465 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $3.79M.
  • Edgemoor Investment Advisors first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q1 2017 and held it in 10 quarters.
  • Edgemoor Investment Advisors's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $3.81M in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.