EDRH
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Edmond de Rothschild Holding’s Dominion Energy D Stock Holding History

Edmond de Rothschild Holding’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
2018
Q1 		– Sell
-2,429
Closed -$197K – 782
2017
Q4 		$197K Buy
2,429
+487
+25% +$39.5K 0.01% 496
2017
Q3 		$149K Buy
+1,942
New +$151K ﹤0.01% 542

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Edmond de Rothschild Holding's D Position: Q1 2018 in Review

Edmond de Rothschild Holding sold out of Dominion Energy (D) in Q1 2018, closing a stake of 2,429 shares — an estimated $197K sold.

Edmond de Rothschild Holding first reported a position in D in Q3 2017 and held it in 2 quarters. The position peaked at $197K in Q4 2017. 1,173 funds tracked by Wall St. Rank hold D as of Q1 2018.

  • Edmond de Rothschild Holding reported no remaining Dominion Energy position as of Q1 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,429 Dominion Energy shares in Q1 2018, an estimated $197K.
  • Edmond de Rothschild Holding first reported a position in Dominion Energy in Q3 2017 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Dominion Energy position peaked at $197K in Q4 2017.
  • 1,173 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2018, filed 15 May 2018.