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Michael J. Puzo’s Dominion Energy D Stock Holding History

Michael J. Puzo’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
2015
Q4 		– Sell
-2,270
Closed -$160K – 80
2015
Q3 		$160K Sell
2,270
-400
-15% -$28.1K 0.11% 79
2015
Q2 		$179K Hold
2,670
– – 0.12% 85
2015
Q1 		$189K Sell
2,670
-20
-0.7% -$1.48K 0.12% 85
2014
Q4 		$207K Buy
+2,690
New +$195K 0.14% 77
2014
Q3 		– Sell
-2,600
Closed -$186K – 82
2014
Q2 		$186K Sell
2,600
-500
-16% -$35.1K 0.13% 75
2014
Q1 		$220K Hold
3,100
– – 0.16% 69
2013
Q4 		$201K Buy
+3,100
New +$200K 0.15% 73

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Michael J. Puzo's D Position: Q4 2015 in Review

Michael J. Puzo sold out of Dominion Energy (D) in Q4 2015, closing a stake of 2,270 shares — an estimated $160K sold.

Michael J. Puzo first reported a position in D in Q4 2013 and held it in 7 quarters. The position peaked at $220K in Q1 2014. 934 funds tracked by Wall St. Rank hold D as of Q4 2015.

  • Michael J. Puzo reported no remaining Dominion Energy position as of Q4 2015 after selling out during the quarter.
  • Michael J. Puzo sold 2,270 Dominion Energy shares in Q4 2015, an estimated $160K.
  • Michael J. Puzo first reported a position in Dominion Energy in Q4 2013 and held it in 7 quarters.
  • Michael J. Puzo's Dominion Energy position peaked at $220K in Q1 2014.
  • 934 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.