IBEX Wealth Advisors’s Dominion Energy D Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-108	Closed	-$8K	–	138
2016 Q4	$8K	Buy	+108	New	+$7.96K	﹤0.01%	314

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

IBEX Wealth Advisors's D Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Dominion Energy (D) in Q1 2017, closing a stake of 108 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in D in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

IBEX Wealth Advisors reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 108 Dominion Energy shares in Q1 2017, an estimated $8K.
IBEX Wealth Advisors first reported a position in Dominion Energy in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Dominion Energy position peaked at $8K in Q4 2016.
1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.