MKD Wealth Coaches’s Dominion Energy D Stock Holding History

MKD Wealth Coaches’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 Q3	–	Sell	-25	Closed	-$2K	–	89
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	174
2019 Q1	$2K	Buy	+25	New	+$1.83K	﹤0.01%	170

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

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

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

MKD Wealth Coaches's D Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Dominion Energy (D) in Q3 2019, closing a stake of 25 shares — an estimated $2K sold.

MKD Wealth Coaches first reported a position in D in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 1,338 funds tracked by Wall St. Rank hold D as of Q3 2019.

MKD Wealth Coaches reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 25 Dominion Energy shares in Q3 2019, an estimated $2K.
MKD Wealth Coaches first reported a position in Dominion Energy in Q1 2019 and held it in 2 quarters.
MKD Wealth Coaches's Dominion Energy position peaked at $2K in Q2 2019.
1,338 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.