JIR
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James Investment Research’s Dominion Energy D Stock Holding History

James Investment Research’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
2014
Q2 		– Sell
-90
Closed -$6K – 512
2014
Q1 		$6K Hold
90
– – ﹤0.01% 498
2013
Q4 		$6K Buy
+90
New +$5.79K ﹤0.01% 506

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

James Investment Research's D Position: Q2 2014 in Review

James Investment Research sold out of Dominion Energy (D) in Q2 2014, closing a stake of 90 shares — an estimated $6K sold.

James Investment Research first reported a position in D in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q1 2014. 883 funds tracked by Wall St. Rank hold D as of Q2 2014.

  • James Investment Research reported no remaining Dominion Energy position as of Q2 2014 after selling out during the quarter.
  • James Investment Research sold 90 Dominion Energy shares in Q2 2014, an estimated $6K.
  • James Investment Research first reported a position in Dominion Energy in Q4 2013 and held it in 2 quarters.
  • James Investment Research's Dominion Energy position peaked at $6K in Q1 2014.
  • 883 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2014.

Based on James Investment Research's 13F filing for Q2 2014, filed 22 Jul 2014.