HCP
D icon

Holt Capital Partners’s Dominion Energy D Stock Holding History

Holt Capital Partners’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
2019
Q3 		– Sell
-4,430
Closed -$343K – 145
2019
Q2 		$343K Hold
4,430
– – 0.1% 115
2019
Q1 		$340K Hold
4,430
– – 0.1% 114
2018
Q4 		$317K Buy
+4,430
New +$324K 0.1% 111

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Wellington Management Group
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Franklin Resources
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Barrow, Hanley, Mewhinney & Strauss
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Invesco
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Geode Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holt Capital Partners's D Position: Q3 2019 in Review

Holt Capital Partners sold out of Dominion Energy (D) in Q3 2019, closing a stake of 4,430 shares — an estimated $343K sold.

Holt Capital Partners first reported a position in D in Q4 2018 and held it in 3 quarters. The position peaked at $343K in Q2 2019. 1,339 funds tracked by Wall St. Rank hold D as of Q3 2019.

  • Holt Capital Partners reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
  • Holt Capital Partners sold 4,430 Dominion Energy shares in Q3 2019, an estimated $343K.
  • Holt Capital Partners first reported a position in Dominion Energy in Q4 2018 and held it in 3 quarters.
  • Holt Capital Partners's Dominion Energy position peaked at $343K in Q2 2019.
  • 1,339 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on Holt Capital Partners's 13F filing for Q3 2019, filed 14 Nov 2019.