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Lighthouse Financial Advisors’s Dominion Energy D Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-698
Closed -$57K – 114
2019
Q4 		$57K Buy
+698
New +$57K 0.03% 120

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Wellington Management Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's D Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Dominion Energy (D) in Q1 2020, closing a stake of 698 shares — an estimated $57K sold.

Lighthouse Financial Advisors first reported a position in D in Q4 2019 and held it in 1 quarter. The position peaked at $57K in Q4 2019. 1,398 funds tracked by Wall St. Rank hold D as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Dominion Energy position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 698 Dominion Energy shares in Q1 2020, an estimated $57K.
  • Lighthouse Financial Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Dominion Energy position peaked at $57K in Q4 2019.
  • 1,398 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.