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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Dominion Energy D Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-99
Closed -$7K – 152
2018
Q2 		$7K Hold
99
– – ﹤0.01% 340
2018
Q1 		$7K Hold
99
– – ﹤0.01% 342
2017
Q4 		$8K Hold
99
– – 0.02% 191
2017
Q3 		$7K Hold
99
– – ﹤0.01% 309
2017
Q2 		$7K Hold
99
– – ﹤0.01% 293
2017
Q1 		$8K Hold
99
– – ﹤0.01% 310
2016
Q4 		$8K Sell
99
-28
-22% -$2.06K ﹤0.01% 343
2016
Q3 		$9K Hold
127
– – ﹤0.01% 303
2016
Q2 		$9K Hold
127
– – ﹤0.01% 278
2016
Q1 		$9K Buy
127
+28
+28% +$1.98K ﹤0.01% 268
2015
Q4 		$7K Buy
+99
New +$6.84K ﹤0.01% 275

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's D Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Dominion Energy (D) in Q3 2018, closing a stake of 99 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in D in Q4 2015 and held it in 11 quarters. The position peaked at $9K in Q3 2016. 1,170 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 99 Dominion Energy shares in Q3 2018, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Dominion Energy in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Dominion Energy position peaked at $9K in Q3 2016.
  • 1,170 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.