KJWM
D icon

Kiley Juergens Wealth Management’s Dominion Energy D Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q3 		– Sell
-60
Closed -$4K – 663
2018
Q2 		$4K Buy
+60
New +$3.91K ﹤0.01% 497
2018
Q1 		– Sell
-60
Closed -$4K – 198
2017
Q4 		$4K Buy
+60
New +$4.86K ﹤0.01% 576

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kiley Juergens Wealth Management's D Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of Dominion Energy (D) in Q3 2018, closing a stake of 60 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in D in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Kiley Juergens Wealth Management reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 60 Dominion Energy shares in Q3 2018, an estimated $4K.
  • Kiley Juergens Wealth Management first reported a position in Dominion Energy in Q4 2017 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Dominion Energy position peaked at $4K in Q2 2018.
  • 1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.