FolioMetrix’s Dominion Energy D Stock Holding History

FolioMetrix’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
2015 Q2	–	Sell	-565	Closed	-$40K	–	226
2015 Q1	$40K	Hold	565	–	–	0.02%	229
2014 Q4	$37K	Buy	+565	New	+$40.9K	0.03%	227

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

FolioMetrix's D Position: Q2 2015 in Review

FolioMetrix sold out of Dominion Energy (D) in Q2 2015, closing a stake of 565 shares — an estimated $40K sold.

FolioMetrix first reported a position in D in Q4 2014 and held it in 2 quarters. The position peaked at $40K in Q1 2015. 897 funds tracked by Wall St. Rank hold D as of Q2 2015.

FolioMetrix reported no remaining Dominion Energy position as of Q2 2015 after selling out during the quarter.
FolioMetrix sold 565 Dominion Energy shares in Q2 2015, an estimated $40K.
FolioMetrix first reported a position in Dominion Energy in Q4 2014 and held it in 2 quarters.
FolioMetrix's Dominion Energy position peaked at $40K in Q1 2015.
897 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.