KWMG LLC’s Dominion Energy D Stock Holding History

KWMG LLC’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 Q2	–	Sell	-2,721	Closed	-$209K	–	189
2019 Q1	$209K	Buy	+2,721	New	+$199K	0.05%	111

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWMG LLC's D Position: Q2 2019 in Review

KWMG LLC sold out of Dominion Energy (D) in Q2 2019, closing a stake of 2,721 shares — an estimated $209K sold.

KWMG LLC first reported a position in D in Q1 2019 and held it in 1 quarter. The position peaked at $209K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

KWMG LLC reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 2,721 Dominion Energy shares in Q2 2019, an estimated $209K.
KWMG LLC first reported a position in Dominion Energy in Q1 2019 and held it in 1 quarter.
KWMG LLC's Dominion Energy position peaked at $209K in Q1 2019.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.