Guardian Investor Services’s Dominion Energy D Stock Holding History

Guardian Investor Services’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
2015 Q1	$288K	Buy	4,061 +22	+0.5%	+$1.63K	0.23%	107
2014 Q4	$311K	Sell	4,039 -85	-2%	-$6.15K	0.25%	103
2014 Q3	$285K	Sell	4,124 -202	-5%	-$13.9K	0.23%	108
2014 Q2	$309K	Sell	4,326 -150	-3%	-$10.5K	0.24%	103
2014 Q1	$318K	Sell	4,476 -152	-3%	-$10.4K	0.25%	97
2013 Q4	$299K	Hold	4,628	–	–	0.23%	110
2013 Q3	$289K	Sell	4,628 -54	-1%	-$3.2K	0.24%	96
2013 Q2	$266K	Buy	+4,682	New	+$274K	0.23%	106

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Guardian Investor Services's D Position: Q1 2015 in Review

Guardian Investor Services increased its Dominion Energy (D) stake by 0.54% in Q1 2015, buying an estimated $1.63K and bringing the position to 4,061 shares worth $288K. The position accounts for 0.23% of the portfolio, ranked #107.

Guardian Investor Services first reported a position in D in Q2 2013 and has held it in 8 quarters since. The position peaked at $318K in Q1 2014. 924 funds tracked by Wall St. Rank hold D as of Q1 2015.

Guardian Investor Services held 4,061 shares of Dominion Energy worth $288K as of Q1 2015.
Guardian Investor Services bought 22 Dominion Energy shares in Q1 2015, an estimated $1.63K.
Dominion Energy made up 0.23% of Guardian Investor Services's portfolio in Q1 2015, its #107 holding.
Guardian Investor Services first reported a position in Dominion Energy in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Dominion Energy position peaked at $318K in Q1 2014.
924 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.