MWR
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McAdams Wright Ragen’s Dominion Energy D Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		– Sell
-2,893
Closed -$206K – 426
2014
Q2 		$206K Hold
2,893
– – 0.01% 367
2014
Q1 		$205K Buy
+2,893
New +$198K 0.01% 346

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McAdams Wright Ragen's D Position: Q3 2014 in Review

McAdams Wright Ragen sold out of Dominion Energy (D) in Q3 2014, closing a stake of 2,893 shares — an estimated $206K sold.

McAdams Wright Ragen first reported a position in D in Q1 2014 and held it in 2 quarters. The position peaked at $206K in Q2 2014. 871 funds tracked by Wall St. Rank hold D as of Q3 2014.

  • McAdams Wright Ragen reported no remaining Dominion Energy position as of Q3 2014 after selling out during the quarter.
  • McAdams Wright Ragen sold 2,893 Dominion Energy shares in Q3 2014, an estimated $206K.
  • McAdams Wright Ragen first reported a position in Dominion Energy in Q1 2014 and held it in 2 quarters.
  • McAdams Wright Ragen's Dominion Energy position peaked at $206K in Q2 2014.
  • 871 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.