GWM
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Greenwich Wealth Management’s Dominion Energy D Stock Holding History

Greenwich Wealth 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
2017
Q2 		– Sell
-2,609
Closed -$202K – 187
2017
Q1 		$202K Buy
+2,609
New +$197K 0.03% 165

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
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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
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

Greenwich Wealth Management's D Position: Q2 2017 in Review

Greenwich Wealth Management sold out of Dominion Energy (D) in Q2 2017, closing a stake of 2,609 shares — an estimated $202K sold.

Greenwich Wealth Management first reported a position in D in Q1 2017 and held it in 1 quarter. The position peaked at $202K in Q1 2017. 1,044 funds tracked by Wall St. Rank hold D as of Q2 2017.

  • Greenwich Wealth Management reported no remaining Dominion Energy position as of Q2 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 2,609 Dominion Energy shares in Q2 2017, an estimated $202K.
  • Greenwich Wealth Management first reported a position in Dominion Energy in Q1 2017 and held it in 1 quarter.
  • Greenwich Wealth Management's Dominion Energy position peaked at $202K in Q1 2017.
  • 1,044 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2017.

Based on Greenwich Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.