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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$46K Hold
732
– – 0.02% 96
2013
Q2 		$42K Buy
+732
New +$42.9K 0.02% 79

Other funds holding D

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s D Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Dominion Energy (D) position steady in Q3 2013 at 732 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #96.

Mariner Wealth Advisors (Madison) first reported a position in D in Q2 2013 and has held it in 2 quarters since. 786 funds tracked by Wall St. Rank hold D as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 732 shares of Dominion Energy worth $46K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Dominion Energy share count unchanged in Q3 2013.
  • Dominion Energy made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #96 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Dominion Energy in Q2 2013 and has held it in 2 quarters since.
  • 786 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.