GCC
D icon

Guardian Capital (Canada)’s Dominion Energy D Stock Holding History

Guardian Capital (Canada)’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
-3,249
Closed -$222K – 184
2018
Q2 		$222K Sell
3,249
-108,697
-97% -$7.08M ﹤0.01% 169
2018
Q1 		$7.55M Buy
111,946
+108,421
+3,076% +$8.01M 0.13% 90
2017
Q4 		$286K Hold
3,525
– – ﹤0.01% 166
2017
Q3 		$271K Sell
3,525
-35
-1% -$2.72K ﹤0.01% 187
2017
Q2 		$273K Buy
+3,560
New +$280K ﹤0.01% 187

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Guardian Capital (Canada)'s D Position: Q3 2018 in Review

Guardian Capital (Canada) sold out of Dominion Energy (D) in Q3 2018, closing a stake of 3,249 shares — an estimated $222K sold.

Guardian Capital (Canada) first reported a position in D in Q2 2017 and held it in 5 quarters. The position peaked at $7.55M in Q1 2018. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Guardian Capital (Canada) reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Guardian Capital (Canada) sold 3,249 Dominion Energy shares in Q3 2018, an estimated $222K.
  • Guardian Capital (Canada) first reported a position in Dominion Energy in Q2 2017 and held it in 5 quarters.
  • Guardian Capital (Canada)'s Dominion Energy position peaked at $7.55M in Q1 2018.
  • 1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Guardian Capital (Canada)'s 13F filing for Q3 2018, filed 13 Nov 2018.