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Legacy Wealth Management (Tennessee)’s Dominion Energy D Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-96
Closed -$7.35K – 21
2016
Q4 		$7.35K Buy
+96
New +$7.08K ﹤0.01% 46

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Wellington Management Group
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Capital Research Global Investors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s D Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Dominion Energy (D) in Q1 2017, closing a stake of 96 shares — an estimated $7.35K sold.

Legacy Wealth Management (Tennessee) first reported a position in D in Q4 2016 and held it in 1 quarter. The position peaked at $7.35K in Q4 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 96 Dominion Energy shares in Q1 2017, an estimated $7.35K.
  • Legacy Wealth Management (Tennessee) first reported a position in Dominion Energy in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Dominion Energy position peaked at $7.35K in Q4 2016.
  • 1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.