Lowe Wealth Advisors’s Dominion Energy D Stock Holding History

Lowe Wealth 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
2018 Q4	–	Sell	-50	Closed	-$4K	–	264
2018 Q3	$4K	Buy	+50	New	+$3.54K	﹤0.01%	198
2018 Q1	–	Sell	-125	Closed	-$10K	–	247
2017 Q4	$10K	Hold	125	–	–	0.01%	154
2017 Q3	$10K	Hold	125	–	–	0.01%	150
2017 Q2	$10K	Hold	125	–	–	0.01%	133
2017 Q1	$10K	Hold	125	–	–	0.01%	133
2016 Q4	$10K	Hold	125	–	–	0.01%	132
2016 Q3	$9K	Hold	125	–	–	0.01%	142
2016 Q2	$10K	Hold	125	–	–	0.01%	132
2016 Q1	$9K	Hold	125	–	–	0.01%	132
2015 Q4	$8K	Hold	125	–	–	0.01%	136
2015 Q3	$9K	Buy	+125	New	+$8.78K	0.01%	131

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lowe Wealth Advisors's D Position: Q4 2018 in Review

Lowe Wealth Advisors sold out of Dominion Energy (D) in Q4 2018, closing a stake of 50 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in D in Q3 2015 and held it in 11 quarters. The position peaked at $10K in Q4 2017. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

Lowe Wealth Advisors reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 50 Dominion Energy shares in Q4 2018, an estimated $4K.
Lowe Wealth Advisors first reported a position in Dominion Energy in Q3 2015 and held it in 11 quarters.
Lowe Wealth Advisors's Dominion Energy position peaked at $10K in Q4 2017.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.