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Lehman Financial Resources’s Dominion Energy D Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-900
Closed -$63K – 124
2015
Q3 		$63K Hold
900
– – 0.03% 126
2015
Q2 		$60K Hold
900
– – 0.03% 136
2015
Q1 		$64K Buy
900
+600
+200% +$44.5K 0.03% 139
2014
Q4 		$23K Buy
300
+200
+200% +$14.5K 0.01% 224
2014
Q3 		$7K Buy
+100
New +$6.9K ﹤0.01% 328

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's D Position: Q4 2015 in Review

Lehman Financial Resources sold out of Dominion Energy (D) in Q4 2015, closing a stake of 900 shares — an estimated $63K sold.

Lehman Financial Resources first reported a position in D in Q3 2014 and held it in 5 quarters. The position peaked at $64K in Q1 2015. 934 funds tracked by Wall St. Rank hold D as of Q4 2015.

  • Lehman Financial Resources reported no remaining Dominion Energy position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 900 Dominion Energy shares in Q4 2015, an estimated $63K.
  • Lehman Financial Resources first reported a position in Dominion Energy in Q3 2014 and held it in 5 quarters.
  • Lehman Financial Resources's Dominion Energy position peaked at $64K in Q1 2015.
  • 934 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.