Kelly Lawrence W & Associates’s Dominion Energy D Stock Holding History

Kelly Lawrence W & Associates’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 Q2	–	Sell	-1,158	Closed	-$90K	–	146
2017 Q1	$90K	Hold	1,158	–	–	0.02%	112
2016 Q4	$89K	Hold	1,158	–	–	0.02%	112
2016 Q3	$86K	Hold	1,158	–	–	0.02%	118
2016 Q2	$90K	Buy	+1,158	New	+$84K	0.02%	119

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kelly Lawrence W & Associates's D Position: Q2 2017 in Review

Kelly Lawrence W & Associates sold out of Dominion Energy (D) in Q2 2017, closing a stake of 1,158 shares — an estimated $90K sold.

Kelly Lawrence W & Associates first reported a position in D in Q2 2016 and held it in 4 quarters. The position peaked at $90K in Q1 2017. 1,044 funds tracked by Wall St. Rank hold D as of Q2 2017.

Kelly Lawrence W & Associates reported no remaining Dominion Energy position as of Q2 2017 after selling out during the quarter.
Kelly Lawrence W & Associates sold 1,158 Dominion Energy shares in Q2 2017, an estimated $90K.
Kelly Lawrence W & Associates first reported a position in Dominion Energy in Q2 2016 and held it in 4 quarters.
Kelly Lawrence W & Associates's Dominion Energy position peaked at $90K in Q1 2017.
1,044 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2017.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2017, filed 1 Aug 2017.