Elite Wealth Management’s Dominion Energy D Stock Holding History

Elite 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
2014 Q4	–	Sell	-500	Closed	-$35K	–	152
2014 Q3	$35K	Sell	500 -800	-62%	-$55.2K	0.03%	140
2014 Q2	$93K	Hold	1,300	–	–	0.09%	80
2014 Q1	$92K	Sell	1,300 -919	-41%	-$62.8K	0.07%	87
2013 Q4	$144K	Buy	2,219 +344	+18%	+$22.1K	0.11%	91
2013 Q3	$117K	Buy	1,875 +1,375	+275%	+$81.6K	0.1%	111
2013 Q2	$28K	Buy	+500	New	+$29.3K	0.04%	157

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

BFA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Elite Wealth Management's D Position: Q4 2014 in Review

Elite Wealth Management sold out of Dominion Energy (D) in Q4 2014, closing a stake of 500 shares — an estimated $35K sold.

Elite Wealth Management first reported a position in D in Q2 2013 and held it in 6 quarters. The position peaked at $144K in Q4 2013. 936 funds tracked by Wall St. Rank hold D as of Q4 2014.

Elite Wealth Management reported no remaining Dominion Energy position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 500 Dominion Energy shares in Q4 2014, an estimated $35K.
Elite Wealth Management first reported a position in Dominion Energy in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Dominion Energy position peaked at $144K in Q4 2013.
936 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.