Mariner Wealth Advisors (Cincinnati)’s Dominion Energy D Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	–	Sell	-3,715	Closed	-$253K	–	290
2018 Q2	$253K	Buy	+3,715	New	+$242K	0.02%	265
2018 Q1	–	Sell	-2,817	Closed	-$228K	–	280
2017 Q4	$228K	Buy	+2,817	New	+$228K	0.01%	257
2016 Q4	–	Sell	-3,408	Closed	-$253K	–	241
2016 Q3	$253K	Sell	3,408 -106	-3%	-$8.08K	0.02%	228
2016 Q2	$274K	Buy	+3,514	New	+$255K	0.02%	216

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Mariner Wealth Advisors (Cincinnati)'s D Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Dominion Energy (D) in Q3 2018, closing a stake of 3,715 shares — an estimated $253K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in D in Q2 2016 and held it in 4 quarters. The position peaked at $274K in Q2 2016. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 3,715 Dominion Energy shares in Q3 2018, an estimated $253K.
Mariner Wealth Advisors (Cincinnati) first reported a position in Dominion Energy in Q2 2016 and held it in 4 quarters.
Mariner Wealth Advisors (Cincinnati)'s Dominion Energy position peaked at $274K in Q2 2016.
1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.