Kopp Investment Advisors’s Dominion Energy D Stock Holding History

Kopp Investment Advisors’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
2019 Q1	–	Sell	-8,505	Closed	-$608K	–	60
2018 Q4	$608K	Buy	8,505 +120	+1%	+$8.77K	0.59%	39
2018 Q3	$589K	Sell	8,385 -439	-5%	-$31.1K	0.5%	43
2018 Q2	$602K	Buy	8,824 +51	+0.6%	+$3.32K	0.56%	44
2018 Q1	$592K	Sell	8,773 -264	-3%	-$19.5K	0.6%	47
2017 Q4	$733K	Buy	9,037 +142	+2%	+$11.5K	0.73%	45
2017 Q3	$684K	Buy	8,895 +295	+3%	+$22.9K	0.63%	44
2017 Q2	$659K	Hold	8,600	–	–	0.59%	45
2017 Q1	$667K	Sell	8,600 -270	-3%	-$20.4K	0.65%	45
2016 Q4	$679K	Sell	8,870 -665	-7%	-$49K	0.72%	46
2016 Q3	$708K	Sell	9,535 -1,435	-13%	-$109K	0.7%	43
2016 Q2	$855K	Buy	10,970 +55	+0.5%	+$3.99K	0.45%	45
2016 Q1	$820K	Buy	+10,915	New	+$772K	0.45%	45

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kopp Investment Advisors's D Position: Q1 2019 in Review

Kopp Investment Advisors sold out of Dominion Energy (D) in Q1 2019, closing a stake of 8,505 shares — an estimated $608K sold.

Kopp Investment Advisors first reported a position in D in Q1 2016 and held it in 12 quarters. The position peaked at $855K in Q2 2016. 1,328 funds tracked by Wall St. Rank hold D as of Q1 2019.

Kopp Investment Advisors reported no remaining Dominion Energy position as of Q1 2019 after selling out during the quarter.
Kopp Investment Advisors sold 8,505 Dominion Energy shares in Q1 2019, an estimated $608K.
Kopp Investment Advisors first reported a position in Dominion Energy in Q1 2016 and held it in 12 quarters.
Kopp Investment Advisors's Dominion Energy position peaked at $855K in Q2 2016.
1,328 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2019.

Based on Kopp Investment Advisors's 13F filing for Q1 2019, filed 15 May 2019.