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LBMC Investment Advisors’s Dominion Energy D Stock Holding History

LBMC 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
2015
Q1 		– Sell
-2,604
Closed -$200K – 61
2014
Q4 		$200K Buy
+2,604
New +$188K 0.05% 58

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LBMC Investment Advisors's D Position: Q1 2015 in Review

LBMC Investment Advisors sold out of Dominion Energy (D) in Q1 2015, closing a stake of 2,604 shares — an estimated $200K sold.

LBMC Investment Advisors first reported a position in D in Q4 2014 and held it in 1 quarter. The position peaked at $200K in Q4 2014. 924 funds tracked by Wall St. Rank hold D as of Q1 2015.

  • LBMC Investment Advisors reported no remaining Dominion Energy position as of Q1 2015 after selling out during the quarter.
  • LBMC Investment Advisors sold 2,604 Dominion Energy shares in Q1 2015, an estimated $200K.
  • LBMC Investment Advisors first reported a position in Dominion Energy in Q4 2014 and held it in 1 quarter.
  • LBMC Investment Advisors's Dominion Energy position peaked at $200K in Q4 2014.
  • 924 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2015.

Based on LBMC Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.