Gupta Wealth Management’s Dominion Energy D Stock Holding History

Gupta 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
2016 Q1	$1.76M	Buy	23,385 +1,868	+9%	+$132K	0.41%	58
2015 Q4	$1.46M	Buy	21,517 +791	+4%	+$54.6K	0.37%	59
2015 Q3	$1.46M	Buy	20,726 +2,768	+15%	+$195K	0.36%	65
2015 Q2	$1.2M	Buy	17,958 +4,059	+29%	+$286K	0.29%	74
2015 Q1	$985K	Buy	+13,899	New	+$1.03M	0.29%	82

Other funds holding D

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's D Position: Q1 2016 in Review

Gupta Wealth Management increased its Dominion Energy (D) stake by 8.7% in Q1 2016, buying an estimated $132K and bringing the position to 23,385 shares worth $1.76M. The position accounts for 0.41% of the portfolio, ranked #58.

Gupta Wealth Management first reported a position in D in Q1 2015 and has held it in 5 quarters since. 967 funds tracked by Wall St. Rank hold D as of Q1 2016.

Gupta Wealth Management held 23,385 shares of Dominion Energy worth $1.76M as of Q1 2016.
Gupta Wealth Management bought 1,868 Dominion Energy shares in Q1 2016, an estimated $132K.
Dominion Energy made up 0.41% of Gupta Wealth Management's portfolio in Q1 2016, its #58 holding.
Gupta Wealth Management first reported a position in Dominion Energy in Q1 2015 and has held it in 5 quarters since.
967 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.