Level Four Advisory Services’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Level Four Advisory Services’s Portfolio DCUD Stock Details DCUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,470	Closed	-$448K	–	598
2018 Q3	$448K	Buy	9,470 +150	+2%	+$7.13K	0.05%	362
2018 Q2	$431K	Buy	+9,320	New	+$417K	0.03%	406

Other funds holding DCUD

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Four Advisory Services's DCUD Position: Q4 2018 in Review

Level Four Advisory Services sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q4 2018, closing a stake of 9,470 shares — an estimated $448K sold.

Level Four Advisory Services first reported a position in DCUD in Q2 2018 and held it in 2 quarters. The position peaked at $448K in Q3 2018. 59 funds tracked by Wall St. Rank hold DCUD as of Q4 2018.

Level Four Advisory Services reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q4 2018 after selling out during the quarter.
Level Four Advisory Services sold 9,470 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q4 2018, an estimated $448K.
Level Four Advisory Services first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q2 2018 and held it in 2 quarters.
Level Four Advisory Services's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $448K in Q3 2018.
59 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q4 2018.

Based on Level Four Advisory Services's 13F filing for Q4 2018, filed 8 Feb 2019.