Edmunds White Partners’s Dominion Energy D Stock Holding History

Edmunds White Partners’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
2014 Q3	$69K	Hold	1,000	–	–	0.1%	38
2014 Q2	$72K	Hold	1,000	–	–	0.12%	37
2014 Q1	$71K	Hold	1,000	–	–	0.1%	36
2013 Q4	$64K	Hold	1,000	–	–	0.09%	33
2013 Q3	$62K	Hold	1,000	–	–	0.1%	33
2013 Q2	$56K	Buy	+1,000	New	+$58.6K	0.09%	42

Other funds holding D

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

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

BIT

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edmunds White Partners's D Position: Q3 2014 in Review

Edmunds White Partners held its Dominion Energy (D) position steady in Q3 2014 at 1,000 shares worth $69K. The position accounts for 0.1% of the portfolio, ranked #38.

Edmunds White Partners first reported a position in D in Q2 2013 and has held it in 6 quarters since. The position peaked at $72K in Q2 2014. 872 funds tracked by Wall St. Rank hold D as of Q3 2014.

Edmunds White Partners held 1,000 shares of Dominion Energy worth $69K as of Q3 2014.
Edmunds White Partners left its Dominion Energy share count unchanged in Q3 2014.
Dominion Energy made up 0.1% of Edmunds White Partners's portfolio in Q3 2014, its #38 holding.
Edmunds White Partners first reported a position in Dominion Energy in Q2 2013 and has held it in 6 quarters since.
Edmunds White Partners's Dominion Energy position peaked at $72K in Q2 2014.
872 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2014.

Based on Edmunds White Partners's 13F filing for Q3 2014, filed 4 Nov 2014.