KMS Financial Services’s Dominion Energy D Stock Holding History

KMS Financial Services’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 Q3	$2.28M	Buy	33,032 +671	+2%	+$46.3K	0.32%	72
2014 Q2	$2.31M	Buy	32,361 +3,021	+10%	+$212K	0.33%	70
2014 Q1	$2.08M	Buy	29,340 +4,352	+17%	+$297K	0.33%	71
2013 Q4	$1.62M	Buy	24,988 +21,192	+558%	+$1.36M	0.27%	84
2013 Q3	$238K	Sell	3,796 -5,699	-60%	-$338K	0.06%	354
2013 Q2	$539K	Buy	+9,495	New	+$556K	0.15%	165

Other funds holding D

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KMS Financial Services's D Position: Q3 2014 in Review

KMS Financial Services increased its Dominion Energy (D) stake by 2.1% in Q3 2014, buying an estimated $46.3K and bringing the position to 33,032 shares worth $2.28M. The position accounts for 0.32% of the portfolio, ranked #72.

KMS Financial Services first reported a position in D in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.31M in Q2 2014. 871 funds tracked by Wall St. Rank hold D as of Q3 2014.

KMS Financial Services held 33,032 shares of Dominion Energy worth $2.28M as of Q3 2014.
KMS Financial Services bought 671 Dominion Energy shares in Q3 2014, an estimated $46.3K.
Dominion Energy made up 0.32% of KMS Financial Services's portfolio in Q3 2014, its #72 holding.
KMS Financial Services first reported a position in Dominion Energy in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's Dominion Energy position peaked at $2.31M in Q2 2014.
871 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.