Family Capital Trust’s Dominion Energy D Stock Holding History

Family Capital Trust’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
2016 Q4	–	Sell	-2,700	Closed	-$201K	–	67
2016 Q3	$201K	Hold	2,700	–	–	0.11%	40
2016 Q2	$210K	Hold	2,700	–	–	0.12%	41
2016 Q1	$203K	Sell	2,700 -910	-25%	-$64.4K	0.12%	41
2015 Q4	$244K	Hold	3,610	–	–	0.13%	39
2015 Q3	$254K	Hold	3,610	–	–	0.15%	39
2015 Q2	$241K	Hold	3,610	–	–	0.14%	40
2015 Q1	$256K	Hold	3,610	–	–	0.14%	40
2014 Q4	$278K	Hold	3,610	–	–	0.14%	44
2014 Q3	$249K	Hold	3,610	–	–	0.14%	50
2014 Q2	$258K	Hold	3,610	–	–	0.13%	53
2014 Q1	$256K	Hold	3,610	–	–	0.14%	53
2013 Q4	$234K	Hold	3,610	–	–	0.13%	53
2013 Q3	$226K	Hold	3,610	–	–	0.14%	59
2013 Q2	$205K	Buy	+3,610	New	+$211K	0.13%	61

Other funds holding D

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BIT

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

BFA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Family Capital Trust's D Position: Q4 2016 in Review

Family Capital Trust sold out of Dominion Energy (D) in Q4 2016, closing a stake of 2,700 shares — an estimated $201K sold.

Family Capital Trust first reported a position in D in Q2 2013 and held it in 14 quarters. The position peaked at $278K in Q4 2014. 1,020 funds tracked by Wall St. Rank hold D as of Q4 2016.

Family Capital Trust reported no remaining Dominion Energy position as of Q4 2016 after selling out during the quarter.
Family Capital Trust sold 2,700 Dominion Energy shares in Q4 2016, an estimated $201K.
Family Capital Trust first reported a position in Dominion Energy in Q2 2013 and held it in 14 quarters.
Family Capital Trust's Dominion Energy position peaked at $278K in Q4 2014.
1,020 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

Based on Family Capital Trust's 13F filing for Q4 2016, filed 31 Jan 2017.