IWA
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Independence Wealth Advisors’s Dominion Energy D Stock Holding History

Independence 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
2019
Q3 		– Sell
-4,356
Closed -$337K – 22
2019
Q2 		$337K Buy
+4,356
New +$332K 0.33% 20

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Wealth Advisors's D Position: Q3 2019 in Review

Independence Wealth Advisors sold out of Dominion Energy (D) in Q3 2019, closing a stake of 4,356 shares — an estimated $337K sold.

Independence Wealth Advisors first reported a position in D in Q2 2019 and held it in 1 quarter. The position peaked at $337K in Q2 2019. 1,338 funds tracked by Wall St. Rank hold D as of Q3 2019.

  • Independence Wealth Advisors reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
  • Independence Wealth Advisors sold 4,356 Dominion Energy shares in Q3 2019, an estimated $337K.
  • Independence Wealth Advisors first reported a position in Dominion Energy in Q2 2019 and held it in 1 quarter.
  • Independence Wealth Advisors's Dominion Energy position peaked at $337K in Q2 2019.
  • 1,338 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on Independence Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.