FP
D icon

FDO Partners’s Dominion Energy D Stock Holding History

FDO Partners’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
2017
Q4 		– Sell
-18,795
Closed -$1.45M – 187
2017
Q3 		$1.45M Sell
18,795
-13,076
-41% -$1.02M 0.58% 67
2017
Q2 		$2.44M Buy
+31,871
New +$2.51M 0.52% 79
2017
Q1 		– Sell
-3,844
Closed -$294K – 231
2016
Q4 		$294K Buy
+3,844
New +$283K 0.12% 183
2016
Q1 		– Sell
-13,652
Closed -$923K – 264
2015
Q4 		$923K Buy
+13,652
New +$943K 0.53% 79

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

FDO Partners's D Position: Q4 2017 in Review

FDO Partners sold out of Dominion Energy (D) in Q4 2017, closing a stake of 18,795 shares — an estimated $1.45M sold.

FDO Partners first reported a position in D in Q4 2015 and held it in 4 quarters. The position peaked at $2.44M in Q2 2017. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • FDO Partners reported no remaining Dominion Energy position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 18,795 Dominion Energy shares in Q4 2017, an estimated $1.45M.
  • FDO Partners first reported a position in Dominion Energy in Q4 2015 and held it in 4 quarters.
  • FDO Partners's Dominion Energy position peaked at $2.44M in Q2 2017.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.