Lebenthal Wealth Advisors’s Dominion Energy D Stock Holding History

Lebenthal Wealth 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
2016 Q2	$244K	Buy	+3,131	New	+$227K	0.72%	64

Other funds holding D

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lebenthal Wealth Advisors's D Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Dominion Energy (D) in Q2 2016: 3,131 shares worth $244K. The stake represents 0.72% of the portfolio and ranks #64 among its holdings.

992 funds tracked by Wall St. Rank hold D as of Q2 2016.

Lebenthal Wealth Advisors held 3,131 shares of Dominion Energy worth $244K as of Q2 2016.
Dominion Energy was a new Lebenthal Wealth Advisors position in Q2 2016.
Dominion Energy made up 0.72% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #64 holding.
992 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.