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Lagoda Investment Management’s Dominion Energy D Stock Holding History

Lagoda Investment 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
2015
Q2 		– Sell
-140
Closed -$10K – 34
2015
Q1 		$10K Sell
140
-60
-30% -$4.45K ﹤0.01% 33
2014
Q4 		$15K Buy
+200
New +$14.5K ﹤0.01% 44

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State Street
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Lagoda Investment Management's D Position: Q2 2015 in Review

Lagoda Investment Management sold out of Dominion Energy (D) in Q2 2015, closing a stake of 140 shares — an estimated $10K sold.

Lagoda Investment Management first reported a position in D in Q4 2014 and held it in 2 quarters. The position peaked at $15K in Q4 2014. 896 funds tracked by Wall St. Rank hold D as of Q2 2015.

  • Lagoda Investment Management reported no remaining Dominion Energy position as of Q2 2015 after selling out during the quarter.
  • Lagoda Investment Management sold 140 Dominion Energy shares in Q2 2015, an estimated $10K.
  • Lagoda Investment Management first reported a position in Dominion Energy in Q4 2014 and held it in 2 quarters.
  • Lagoda Investment Management's Dominion Energy position peaked at $15K in Q4 2014.
  • 896 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2015.

Based on Lagoda Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.