MCM
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McKinley Capital Management’s Dominion Energy D Stock Holding History

McKinley Capital Management’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
2017
Q1 		– Sell
-2,420
Closed -$185K – 511
2016
Q4 		$185K Buy
2,420
+960
+66% +$70.8K 0.01% 363
2016
Q3 		$108K Buy
1,460
+1,260
+630% +$96K ﹤0.01% 393
2016
Q2 		$16K Hold
200
– – ﹤0.01% 378
2016
Q1 		$15K Buy
+200
New +$14.2K ﹤0.01% 334

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

McKinley Capital Management's D Position: Q1 2017 in Review

McKinley Capital Management sold out of Dominion Energy (D) in Q1 2017, closing a stake of 2,420 shares — an estimated $185K sold.

McKinley Capital Management first reported a position in D in Q1 2016 and held it in 4 quarters. The position peaked at $185K in Q4 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • McKinley Capital Management reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
  • McKinley Capital Management sold 2,420 Dominion Energy shares in Q1 2017, an estimated $185K.
  • McKinley Capital Management first reported a position in Dominion Energy in Q1 2016 and held it in 4 quarters.
  • McKinley Capital Management's Dominion Energy position peaked at $185K in Q4 2016.
  • 1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on McKinley Capital Management's 13F filing for Q1 2017, filed 10 May 2017.