GS
D icon

Girard Securities’s Dominion Energy D Stock Holding History

Girard Securities’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
2016
Q4 		– Sell
-3,086
Closed -$229K – 170
2016
Q3 		$229K Sell
3,086
-25
-0.8% -$1.91K 0.23% 128
2016
Q2 		$243K Buy
3,111
+25
+0.8% +$1.81K 0.22% 124
2016
Q1 		$233K Buy
3,086
+1
+0% +$71 0.23% 121
2015
Q4 		$209K Buy
+3,085
New +$213K 0.21% 130

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Girard Securities's D Position: Q4 2016 in Review

Girard Securities sold out of Dominion Energy (D) in Q4 2016, closing a stake of 3,086 shares — an estimated $229K sold.

Girard Securities first reported a position in D in Q4 2015 and held it in 4 quarters. The position peaked at $243K in Q2 2016. 1,019 funds tracked by Wall St. Rank hold D as of Q4 2016.

  • Girard Securities reported no remaining Dominion Energy position as of Q4 2016 after selling out during the quarter.
  • Girard Securities sold 3,086 Dominion Energy shares in Q4 2016, an estimated $229K.
  • Girard Securities first reported a position in Dominion Energy in Q4 2015 and held it in 4 quarters.
  • Girard Securities's Dominion Energy position peaked at $243K in Q2 2016.
  • 1,019 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

Based on Girard Securities's 13F filing for Q4 2016, filed 14 Feb 2017.