Hellman Jordan Management Company’s Dominion Energy D Stock Holding History

Hellman Jordan Management Company’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	-3,069	Closed	-$216K	–	52
2018 Q3	$216K	Sell	3,069 -8,491	-73%	-$601K	0.16%	45
2018 Q2	$788K	Buy	11,560 +5,000	+76%	+$326K	0.63%	31
2018 Q1	$442K	Buy	+6,560	New	+$484K	0.73%	41

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hellman Jordan Management Company's D Position: Q4 2018 in Review

Hellman Jordan Management Company sold out of Dominion Energy (D) in Q4 2018, closing a stake of 3,069 shares — an estimated $216K sold.

Hellman Jordan Management Company first reported a position in D in Q1 2018 and held it in 3 quarters. The position peaked at $788K in Q2 2018. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

Hellman Jordan Management Company reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Hellman Jordan Management Company sold 3,069 Dominion Energy shares in Q4 2018, an estimated $216K.
Hellman Jordan Management Company first reported a position in Dominion Energy in Q1 2018 and held it in 3 quarters.
Hellman Jordan Management Company's Dominion Energy position peaked at $788K in Q2 2018.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Hellman Jordan Management Company's 13F filing for Q4 2018, filed 6 Feb 2019.