Mogy Joel R Investment Counsel’s Dominion Energy D Stock Holding History

Mogy Joel R Investment Counsel’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 Q3	–	Sell	-3,800	Closed	-$291K	–	124
2017 Q2	$291K	Hold	3,800	–	–	0.05%	112
2017 Q1	$295K	Sell	3,800 -3,812	-50%	-$288K	0.05%	108
2016 Q4	$583K	Hold	7,612	–	–	0.11%	93
2016 Q3	$565K	Hold	7,612	–	–	0.1%	93
2016 Q2	$593K	Hold	7,612	–	–	0.11%	94
2016 Q1	$572K	Buy	7,612 +6,851	+900%	+$485K	0.11%	96
2015 Q4	$515	Sell	761 -6,851	-90%	-$473K	0.1%	98
2015 Q3	$536K	Hold	7,612	–	–	0.11%	101
2015 Q2	$509K	Sell	7,612 -514	-6%	-$36.2K	0.1%	101
2015 Q1	$576K	Buy	8,126 +514	+7%	+$38.1K	0.11%	100
2014 Q4	$585K	Hold	7,612	–	–	0.11%	98
2014 Q3	$526K	Hold	7,612	–	–	0.11%	102
2014 Q2	$544K	Hold	7,612	–	–	0.11%	101
2014 Q1	$540K	Hold	7,612	–	–	0.11%	101
2013 Q4	$492K	Hold	7,612	–	–	0.1%	103
2013 Q3	$476K	Hold	7,612	–	–	0.11%	103
2013 Q2	$433K	Buy	+7,612	New	+$446K	0.11%	102

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mogy Joel R Investment Counsel's D Position: Q3 2017 in Review

Mogy Joel R Investment Counsel sold out of Dominion Energy (D) in Q3 2017, closing a stake of 3,800 shares — an estimated $291K sold.

Mogy Joel R Investment Counsel first reported a position in D in Q2 2013 and held it in 17 quarters. The position peaked at $593K in Q2 2016. 1,038 funds tracked by Wall St. Rank hold D as of Q3 2017.

Mogy Joel R Investment Counsel reported no remaining Dominion Energy position as of Q3 2017 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 3,800 Dominion Energy shares in Q3 2017, an estimated $291K.
Mogy Joel R Investment Counsel first reported a position in Dominion Energy in Q2 2013 and held it in 17 quarters.
Mogy Joel R Investment Counsel's Dominion Energy position peaked at $593K in Q2 2016.
1,038 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2017.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2017, filed 9 Nov 2017.