Landmark Bank’s Dominion Energy D Stock Holding History

Landmark Bank’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 Q4	$390K	Sell	4,708 -67	-1%	-$5.47K	0.09%	56
2019 Q3	$387K	Sell	4,775 -65	-1%	-$5.03K	0.25%	55
2019 Q2	$374K	Buy	4,840 +38	+0.8%	+$2.9K	0.25%	57
2019 Q1	$368K	Sell	4,802 -291	-6%	-$21.3K	0.25%	59
2018 Q4	$364K	Buy	5,093 +563	+12%	+$41.1K	0.27%	60
2018 Q3	$319K	Sell	4,530 -378	-8%	-$26.8K	0.2%	70
2018 Q2	$335K	Buy	+4,908	New	+$320K	0.22%	66

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Landmark Bank's D Position: Q4 2019 in Review

Landmark Bank reduced its Dominion Energy (D) stake by 1.4% in Q4 2019, selling an estimated $5.47K and leaving 4,708 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #56.

Landmark Bank first reported a position in D in Q2 2018 and has held it in 7 quarters since. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

Landmark Bank held 4,708 shares of Dominion Energy worth $390K as of Q4 2019.
Landmark Bank sold 67 Dominion Energy shares in Q4 2019, an estimated $5.47K.
Dominion Energy made up 0.09% of Landmark Bank's portfolio in Q4 2019, its #56 holding.
Landmark Bank first reported a position in Dominion Energy in Q2 2018 and has held it in 7 quarters since.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.