LCM
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Liberty Capital Management’s Dominion Energy D Stock Holding History

Liberty Capital Management’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
2018
Q1 		– Sell
-498
Closed -$38K – 128
2017
Q4 		$38K Hold
498
– – 0.02% 189
2017
Q3 		$40K Hold
498
– – 0.02% 193
2017
Q2 		$38K Buy
498
+398
+398% +$31.3K 0.02% 187
2017
Q1 		$8K Hold
100
– – ﹤0.01% 232
2016
Q4 		$8K Hold
100
– – 0.01% 223
2016
Q3 		$7K Buy
+100
New +$7.62K ﹤0.01% 225

Other funds holding D

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Liberty Capital Management's D Position: Q1 2018 in Review

Liberty Capital Management sold out of Dominion Energy (D) in Q1 2018, closing a stake of 498 shares — an estimated $38K sold.

Liberty Capital Management first reported a position in D in Q3 2016 and held it in 6 quarters. The position peaked at $40K in Q3 2017. 1,173 funds tracked by Wall St. Rank hold D as of Q1 2018.

  • Liberty Capital Management reported no remaining Dominion Energy position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 498 Dominion Energy shares in Q1 2018, an estimated $38K.
  • Liberty Capital Management first reported a position in Dominion Energy in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's Dominion Energy position peaked at $40K in Q3 2017.
  • 1,173 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.