Independent Investors Inc’s Dominion Energy D Stock Holding History

Independent Investors Inc’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 Q1	–	Sell	-5,500	Closed	-$445K	–	81
2017 Q4	$445K	Hold	5,500	–	–	0.17%	73
2017 Q3	$423K	Hold	5,500	–	–	0.18%	72
2017 Q2	$421K	Hold	5,500	–	–	0.18%	70
2017 Q1	$426K	Hold	5,500	–	–	0.18%	71
2016 Q4	$421K	Hold	5,500	–	–	0.19%	71
2016 Q3	$408K	Hold	5,500	–	–	0.19%	74
2016 Q2	$428K	Buy	5,500 +1,300	+31%	+$94.3K	0.21%	71
2016 Q1	$315K	Buy	+4,200	New	+$297K	0.15%	74

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Independent Investors Inc's D Position: Q1 2018 in Review

Independent Investors Inc sold out of Dominion Energy (D) in Q1 2018, closing a stake of 5,500 shares — an estimated $445K sold.

Independent Investors Inc first reported a position in D in Q1 2016 and held it in 8 quarters. The position peaked at $445K in Q4 2017. 1,174 funds tracked by Wall St. Rank hold D as of Q1 2018.

Independent Investors Inc reported no remaining Dominion Energy position as of Q1 2018 after selling out during the quarter.
Independent Investors Inc sold 5,500 Dominion Energy shares in Q1 2018, an estimated $445K.
Independent Investors Inc first reported a position in Dominion Energy in Q1 2016 and held it in 8 quarters.
Independent Investors Inc's Dominion Energy position peaked at $445K in Q4 2017.
1,174 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on Independent Investors Inc's 13F filing for Q1 2018, filed 4 May 2018.