Family Management’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

Family Management’s Portfolio DCUE Stock Details DCUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,489	Closed	-$159K	–	206
2019 Q4	$159K	Hold	1,489	–	–	0.05%	156
2019 Q3	$157K	Buy	+1,489	New	+$153K	0.06%	139

Other funds holding DCUE

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Family Management's DCUE Position: Q1 2020 in Review

Family Management sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q1 2020, closing a stake of 1,489 shares — an estimated $159K sold.

Family Management first reported a position in DCUE in Q3 2019 and held it in 2 quarters. The position peaked at $159K in Q4 2019. 59 funds tracked by Wall St. Rank hold DCUE as of Q1 2020.

Family Management reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q1 2020 after selling out during the quarter.
Family Management sold 1,489 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q1 2020, an estimated $159K.
Family Management first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q3 2019 and held it in 2 quarters.
Family Management's Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $159K in Q4 2019.
59 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q1 2020.

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