GSC
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Ground Swell Capital’s Dominion Energy D Stock Holding History

Ground Swell Capital’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
2014
Q3 		$68K Buy
981
+331
+51% +$22.9K 0.13% 147
2014
Q2 		$46K Buy
+650
New +$45.6K 0.09% 163

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ground Swell Capital's D Position: Q3 2014 in Review

Ground Swell Capital increased its Dominion Energy (D) stake by 51% in Q3 2014, buying an estimated $22.9K and bringing the position to 981 shares worth $68K. The position accounts for 0.13% of the portfolio, ranked #147.

Ground Swell Capital first reported a position in D in Q2 2014 and has held it in 2 quarters since. 872 funds tracked by Wall St. Rank hold D as of Q3 2014.

  • Ground Swell Capital held 981 shares of Dominion Energy worth $68K as of Q3 2014.
  • Ground Swell Capital bought 331 Dominion Energy shares in Q3 2014, an estimated $22.9K.
  • Dominion Energy made up 0.13% of Ground Swell Capital's portfolio in Q3 2014, its #147 holding.
  • Ground Swell Capital first reported a position in Dominion Energy in Q2 2014 and has held it in 2 quarters since.
  • 872 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.