Lucia Wealth Services’s Dominion Energy D Stock Holding History

Lucia Wealth Services’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 Q2	–	Sell	-176	Closed	-$12K	–	206
2018 Q1	$12K	Buy	+176	New	+$13K	﹤0.01%	185

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's D Position: Q2 2018 in Review

Lucia Wealth Services sold out of Dominion Energy (D) in Q2 2018, closing a stake of 176 shares — an estimated $12K sold.

Lucia Wealth Services first reported a position in D in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

Lucia Wealth Services reported no remaining Dominion Energy position as of Q2 2018 after selling out during the quarter.
Lucia Wealth Services sold 176 Dominion Energy shares in Q2 2018, an estimated $12K.
Lucia Wealth Services first reported a position in Dominion Energy in Q1 2018 and held it in 1 quarter.
Lucia Wealth Services's Dominion Energy position peaked at $12K in Q1 2018.
1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.