Family Management’s Dominion Energy D Stock Holding History

Family 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
2020 Q1	–	Sell	-1,000	Closed	-$83K	–	164
2019 Q4	$83K	Hold	1,000	–	–	0.03%	171
2019 Q3	$81K	Buy	+1,000	New	+$77.3K	0.03%	156

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Family Management's D Position: Q1 2020 in Review

Family Management sold out of Dominion Energy (D) in Q1 2020, closing a stake of 1,000 shares — an estimated $83K sold.

Family Management first reported a position in D in Q3 2019 and held it in 2 quarters. The position peaked at $83K in Q4 2019. 1,397 funds tracked by Wall St. Rank hold D as of Q1 2020.

Family Management reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
Family Management sold 1,000 Dominion Energy shares in Q1 2020, an estimated $83K.
Family Management first reported a position in Dominion Energy in Q3 2019 and held it in 2 quarters.
Family Management's Dominion Energy position peaked at $83K in Q4 2019.
1,397 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.