HM
D icon

Harvest Management’s Dominion Energy D Stock Holding History

Harvest 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
2018
Q4 		– Sell
-5,000
Closed -$351K – 36
2018
Q3 		$351K Hold
5,000
– – 0.21% 63
2018
Q2 		$341K Hold
5,000
– – 0.22% 69
2018
Q1 		$337K Buy
+5,000
New +$369K 0.17% 79

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Management's D Position: Q4 2018 in Review

Harvest Management sold out of Dominion Energy (D) in Q4 2018, closing a stake of 5,000 shares — an estimated $351K sold.

Harvest Management first reported a position in D in Q1 2018 and held it in 3 quarters. The position peaked at $351K in Q3 2018. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

  • Harvest Management reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
  • Harvest Management sold 5,000 Dominion Energy shares in Q4 2018, an estimated $351K.
  • Harvest Management first reported a position in Dominion Energy in Q1 2018 and held it in 3 quarters.
  • Harvest Management's Dominion Energy position peaked at $351K in Q3 2018.
  • 1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Harvest Management's 13F filing for Q4 2018, filed 11 Feb 2019.