Index Management Solutions’s Dominion Energy D Stock Holding History

Index Management Solutions’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
2015 Q3	$11K	Hold	156	–	–	0.01%	514
2015 Q2	$10K	Sell	156 -9	-5%	-$633	0.01%	615
2015 Q1	$12K	Sell	165 -13,730	-99%	-$1.02M	0.01%	541
2014 Q4	$1.07M	Buy	13,895 +1,341	+11%	+$97.1K	0.15%	136
2014 Q3	$867K	Buy	12,554 +11,758	+1,477%	+$812K	0.1%	170
2014 Q2	$57K	Sell	796 -12	-1%	-$842	0.01%	793
2014 Q1	$57K	Sell	808 -491	-38%	-$33.5K	0.01%	743
2013 Q4	$84K	Buy	1,299 +78	+6%	+$5.02K	0.02%	257
2013 Q3	$76K	Buy	+1,221	New	+$72.4K	0.02%	271

Other funds holding D

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Index Management Solutions's D Position: Q3 2015 in Review

Index Management Solutions held its Dominion Energy (D) position steady in Q3 2015 at 156 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #514.

Index Management Solutions first reported a position in D in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2014. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

Index Management Solutions held 156 shares of Dominion Energy worth $11K as of Q3 2015.
Index Management Solutions left its Dominion Energy share count unchanged in Q3 2015.
Dominion Energy made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #514 holding.
Index Management Solutions first reported a position in Dominion Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Dominion Energy position peaked at $1.07M in Q4 2014.
920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.