Epstein & White Financial’s Dominion Energy D Stock Holding History

Epstein & White Financial’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
2020 Q3	–	Sell	-2,528	Closed	-$208K	–	79
2020 Q2	$208K	Sell	2,528 -3,615	-59%	-$290K	0.08%	70
2020 Q1	$446K	Buy	+6,143	New	+$502K	0.19%	39
2019 Q4	–	Sell	-12,047	Closed	-$971K	–	77
2019 Q3	$971K	Buy	12,047 +4,423	+58%	+$342K	0.47%	19
2019 Q2	$580K	Buy	7,624 +4,104	+117%	+$313K	0.31%	37
2019 Q1	$272K	Sell	3,520 -681	-16%	-$49.7K	0.16%	61
2018 Q4	$307K	Sell	4,201 -106	-2%	-$7.75K	0.19%	49
2018 Q3	$307K	Sell	4,307 -2,674	-38%	-$189K	0.2%	54
2018 Q2	$490K	Sell	6,981 -450	-6%	-$29.3K	0.36%	44
2018 Q1	$521K	Sell	7,431 -88	-1%	-$6.5K	0.33%	51
2017 Q4	$577K	Buy	+7,519	New	+$609K	0.33%	46

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Epstein & White Financial's D Position: Q3 2020 in Review

Epstein & White Financial sold out of Dominion Energy (D) in Q3 2020, closing a stake of 2,528 shares — an estimated $208K sold.

Epstein & White Financial first reported a position in D in Q4 2017 and held it in 10 quarters. The position peaked at $971K in Q3 2019. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

Epstein & White Financial reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
Epstein & White Financial sold 2,528 Dominion Energy shares in Q3 2020, an estimated $208K.
Epstein & White Financial first reported a position in Dominion Energy in Q4 2017 and held it in 10 quarters.
Epstein & White Financial's Dominion Energy position peaked at $971K in Q3 2019.
1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Epstein & White Financial's 13F filing for Q3 2020, filed 14 Oct 2020.