MBE
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Michael B. Elefante’s Dominion Energy D Stock Holding History

Michael B. Elefante’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
-2,001
Closed -$143K – 147
2014
Q2 		$143K Sell
2,001
-514
-20% -$36.1K 0.06% 123
2014
Q1 		$179K Sell
2,515
-195
-7% -$13.3K 0.08% 106
2013
Q4 		$175K Sell
2,710
-1,570
-37% -$101K 0.08% 106
2013
Q3 		$267K Buy
4,280
+20
+0.5% +$1.19K 0.13% 79
2013
Q2 		$242K Buy
+4,260
New +$250K 0.13% 85

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Michael B. Elefante's D Position: Q3 2014 in Review

Michael B. Elefante sold out of Dominion Energy (D) in Q3 2014, closing a stake of 2,001 shares — an estimated $143K sold.

Michael B. Elefante first reported a position in D in Q2 2013 and held it in 5 quarters. The position peaked at $267K in Q3 2013. 873 funds tracked by Wall St. Rank hold D as of Q3 2014.

  • Michael B. Elefante reported no remaining Dominion Energy position as of Q3 2014 after selling out during the quarter.
  • Michael B. Elefante sold 2,001 Dominion Energy shares in Q3 2014, an estimated $143K.
  • Michael B. Elefante first reported a position in Dominion Energy in Q2 2013 and held it in 5 quarters.
  • Michael B. Elefante's Dominion Energy position peaked at $267K in Q3 2013.
  • 873 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2014.

Based on Michael B. Elefante's 13F filing for Q3 2014, filed 24 Nov 2014.