Monument Capital Management’s Dominion Energy D Stock Holding History

Monument Capital 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
2018 Q4	–	Sell	-471	Closed	-$33K	–	153
2018 Q3	$33K	Sell	471 -1	-0.2%	-$71	0.02%	141
2018 Q2	$32K	Sell	472 -533	-53%	-$34.7K	0.02%	103
2018 Q1	$67K	Buy	1,005 +545	+118%	+$40.2K	0.05%	78
2017 Q4	$37K	Buy	+460	New	+$37.3K	0.03%	89

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monument Capital Management's D Position: Q4 2018 in Review

Monument Capital Management sold out of Dominion Energy (D) in Q4 2018, closing a stake of 471 shares — an estimated $33K sold.

Monument Capital Management first reported a position in D in Q4 2017 and held it in 4 quarters. The position peaked at $67K in Q1 2018. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

Monument Capital Management reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 471 Dominion Energy shares in Q4 2018, an estimated $33K.
Monument Capital Management first reported a position in Dominion Energy in Q4 2017 and held it in 4 quarters.
Monument Capital Management's Dominion Energy position peaked at $67K in Q1 2018.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.