MAS
D icon

Managed Account Services’s Dominion Energy D Stock Holding History

Managed Account 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
2020
Q4 		– Sell
-2,465
Closed -$200K – 108
2020
Q3 		$200K Buy
+2,465
New +$194K 0.06% 94
2020
Q1 		– Sell
-2,465
Closed -$202K – 88
2019
Q4 		$202K Hold
2,465
– – 0.08% 85
2019
Q3 		$202K Buy
+2,465
New +$191K 0.1% 84

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Managed Account Services's D Position: Q4 2020 in Review

Managed Account Services sold out of Dominion Energy (D) in Q4 2020, closing a stake of 2,465 shares — an estimated $200K sold.

Managed Account Services first reported a position in D in Q3 2019 and held it in 3 quarters. The position peaked at $202K in Q4 2019. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Managed Account Services reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Managed Account Services sold 2,465 Dominion Energy shares in Q4 2020, an estimated $200K.
  • Managed Account Services first reported a position in Dominion Energy in Q3 2019 and held it in 3 quarters.
  • Managed Account Services's Dominion Energy position peaked at $202K in Q4 2019.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Managed Account Services's 13F filing for Q4 2020, filed 8 Feb 2021.