Kavar Capital Partners Group’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Kavar Capital Partners Group’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	-700	Closed	-$35K	–	508
2019 Q2	$35K	Buy	+700	New	+$34.8K	0.01%	266

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

Kavar Capital Partners Group's DCUD Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 700 shares — an estimated $35K sold.

Kavar Capital Partners Group first reported a position in DCUD in Q2 2019 and held it in 1 quarter. The position peaked at $35K in Q2 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

Kavar Capital Partners Group reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 700 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $35K.
Kavar Capital Partners Group first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q2 2019 and held it in 1 quarter.
Kavar Capital Partners Group's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $35K in Q2 2019.
3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.