JP Morgan Chase
DCUD

JP Morgan Chase’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

JP Morgan Chase’s Portfolio DCUD Stock Details DCUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-686,444
Closed -$34.5M – 6129
2019
Q2 		$34.5M Buy
686,444
+2,393
+0.3% +$119K 0.01% 1197
2019
Q1 		$34.1M Buy
684,051
+12,058
+2% +$587K 0.01% 1174
2018
Q4 		$32.2M Hold
671,993
– – 0.01% 1141
2018
Q3 		$31.8M Sell
671,993
-6,365
-0.9% -$302K 0.01% 1306
2018
Q2 		$31.5M Sell
678,358
-56,254
-8% -$2.52M 0.01% 1259
2018
Q1 		$34.1M Buy
734,612
+43,049
+6% +$2.12M 0.01% 1168
2017
Q4 		$35.7M Buy
691,563
+54,528
+9% +$2.83M 0.01% 1159
2017
Q3 		$32.3M Buy
637,035
+184,717
+41% +$9.39M 0.01% 1189
2017
Q2 		$22.8M Buy
452,318
+432,543
+2,187% +$22M 0.01% 1366
2017
Q1 		$1.01M Buy
+19,775
New +$991K ﹤0.01% 3409
2016
Q4 		– Sell
-75,000
Closed -$3.74M – 5239
2016
Q3 		$3.74M Buy
+75,000
New +$3.82M ﹤0.01% 2428

Other funds holding DCUD

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

JP Morgan Chase's DCUD Position: Q3 2019 in Review

JP Morgan Chase sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 686,444 shares — an estimated $34.5M sold.

JP Morgan Chase first reported a position in DCUD in Q3 2016 and held it in 11 quarters. The position peaked at $35.7M in Q4 2017. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

  • JP Morgan Chase reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Chase sold 686,444 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $34.5M.
  • JP Morgan Chase first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q3 2016 and held it in 11 quarters.
  • JP Morgan Chase's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $35.7M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on JP Morgan Chase's 13F filing for Q3 2019, filed 12 Nov 2019.