Merit Investment Management’s Dominion Energy D Stock Holding History

Merit Investment 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
2013 Q4	$5.03M	Buy	+77,700	New	+$5M	5.75%	7

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Merit Investment Management's D Position: Q4 2013 in Review

Merit Investment Management opened a new position in Dominion Energy (D) in Q4 2013: 77,700 shares worth $5.03M. The stake represents 5.75% of the portfolio and ranks #7 among its holdings.

848 funds tracked by Wall St. Rank hold D as of Q4 2013.

Merit Investment Management held 77,700 shares of Dominion Energy worth $5.03M as of Q4 2013.
Dominion Energy was a new Merit Investment Management position in Q4 2013.
Dominion Energy made up 5.75% of Merit Investment Management's portfolio in Q4 2013, its #7 holding.
848 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.