McDaniel Terry & Co’s Dominion Energy D Stock Holding History

McDaniel Terry & Co’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
2019 Q2	–	Sell	-9,064	Closed	-$695K	–	66
2019 Q1	$695K	Buy	9,064 +64	+0.7%	+$4.67K	0.12%	37
2018 Q4	$643K	Sell	9,000 -1,680	-16%	-$123K	0.12%	37
2018 Q3	$751K	Sell	10,680 -1,000	-9%	-$70.8K	0.13%	37
2018 Q2	$796K	Hold	11,680	–	–	0.15%	36
2018 Q1	$788K	Hold	11,680	–	–	0.14%	35
2017 Q4	$947K	Hold	11,680	–	–	0.17%	32
2017 Q3	$899K	Hold	11,680	–	–	0.17%	32
2017 Q2	$895K	Sell	11,680 -1,070	-8%	-$84.1K	0.17%	33
2017 Q1	$989K	Sell	12,750 -1,000	-7%	-$75.6K	0.19%	32
2016 Q4	$1.05M	Buy	13,750 +1,000	+8%	+$73.7K	0.22%	32
2016 Q3	$947K	Hold	12,750	–	–	0.2%	31
2016 Q2	$994K	Buy	+12,750	New	+$925K	0.22%	31

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

McDaniel Terry & Co's D Position: Q2 2019 in Review

McDaniel Terry & Co sold out of Dominion Energy (D) in Q2 2019, closing a stake of 9,064 shares — an estimated $695K sold.

McDaniel Terry & Co first reported a position in D in Q2 2016 and held it in 12 quarters. The position peaked at $1.05M in Q4 2016. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

McDaniel Terry & Co reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
McDaniel Terry & Co sold 9,064 Dominion Energy shares in Q2 2019, an estimated $695K.
McDaniel Terry & Co first reported a position in Dominion Energy in Q2 2016 and held it in 12 quarters.
McDaniel Terry & Co's Dominion Energy position peaked at $1.05M in Q4 2016.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on McDaniel Terry & Co's 13F filing for Q2 2019, filed 12 Aug 2019.