IPC
D icon

Independent Portfolio Consultants’s Dominion Energy D Stock Holding History

Independent Portfolio Consultants’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
-26
Closed -$2K – 822
2016
Q4 		$2K Buy
+26
New +$1.92K ﹤0.01% 748
2015
Q2 		– Sell
-34
Closed -$2K – 898
2015
Q1 		$2K Buy
+34
New +$2.52K ﹤0.01% 850

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Independent Portfolio Consultants's D Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Dominion Energy (D) in Q1 2017, closing a stake of 26 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in D in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 1,013 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 26 Dominion Energy shares in Q1 2017, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in Dominion Energy in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Dominion Energy position peaked at $2K in Q4 2016.
  • 1,013 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.