First National Bank of Mount Dora’s Dominion Energy D Stock Holding History

First National Bank of Mount Dora’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 Q2	–	Sell	-3,504	Closed	-$253K	–	96
2020 Q1	$253K	Hold	3,504	–	–	0.13%	75
2019 Q4	$290K	Hold	3,504	–	–	0.12%	75
2019 Q3	$284K	Hold	3,504	–	–	0.13%	76
2019 Q2	$271K	Buy	+3,504	New	+$267K	0.12%	77

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

First National Bank of Mount Dora's D Position: Q2 2020 in Review

First National Bank of Mount Dora sold out of Dominion Energy (D) in Q2 2020, closing a stake of 3,504 shares — an estimated $253K sold.

First National Bank of Mount Dora first reported a position in D in Q2 2019 and held it in 4 quarters. The position peaked at $290K in Q4 2019. 1,428 funds tracked by Wall St. Rank hold D as of Q2 2020.

First National Bank of Mount Dora reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
First National Bank of Mount Dora sold 3,504 Dominion Energy shares in Q2 2020, an estimated $253K.
First National Bank of Mount Dora first reported a position in Dominion Energy in Q2 2019 and held it in 4 quarters.
First National Bank of Mount Dora's Dominion Energy position peaked at $290K in Q4 2019.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on First National Bank of Mount Dora's 13F filing for Q2 2020, filed 8 Jul 2020.