LTI
DCUD

Laffer Tengler Investments’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Laffer Tengler Investments’s Portfolio DCUD Stock Details DCUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-121
Closed -$6.08K – 124
2019
Q2 		$6.08K Sell
121
-81,253
-100% -$4.04M 0.01% 99
2019
Q1 		$4.07M Sell
81,374
-1,205
-1% -$58.6K 1.09% 11
2018
Q4 		$3.95M Sell
82,579
-3,294
-4% -$159K 1.17% 9
2018
Q3 		$4.07M Buy
85,873
+1,032
+1% +$49K 1.01% 12
2018
Q2 		$3.92M Sell
84,841
-9,833
-10% -$440K 1% 11
2018
Q1 		$4.39M Buy
94,674
+314
+0.3% +$15.5K 1.09% 8
2017
Q4 		$4.89M Sell
94,360
-212
-0.2% -$11K 1.23% 6
2017
Q3 		$4.79M Buy
94,572
+9,543
+11% +$485K 1.26% 4
2017
Q2 		$4.28M Buy
85,029
+29,106
+52% +$1.48M 1.09% 8
2017
Q1 		$2.85M Buy
55,923
+18,645
+50% +$935K 0.75% 25
2016
Q4 		$1.89M Buy
37,278
+3,637
+11% +$181K 0.51% 72
2016
Q3 		$1.7M Buy
+33,641
New +$1.71M 0.47% 76

Other funds holding DCUD

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Laffer Tengler Investments's DCUD Position: Q3 2019 in Review

Laffer Tengler Investments sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 121 shares — an estimated $6.08K sold.

Laffer Tengler Investments first reported a position in DCUD in Q3 2016 and held it in 12 quarters. The position peaked at $4.89M in Q4 2017. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

  • Laffer Tengler Investments reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
  • Laffer Tengler Investments sold 121 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $6.08K.
  • Laffer Tengler Investments first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q3 2016 and held it in 12 quarters.
  • Laffer Tengler Investments's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $4.89M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Laffer Tengler Investments's 13F filing for Q3 2019, filed 14 Nov 2019.