MCIA
D icon

Mountain Capital Investment Advisors’s Dominion Energy D Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-551
Closed -$42K – 119
2017
Q3 		$42K Buy
551
+30
+6% +$2.33K 0.04% 131
2017
Q2 		$40K Buy
+521
New +$41K 0.04% 147

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mountain Capital Investment Advisors's D Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Dominion Energy (D) in Q4 2017, closing a stake of 551 shares — an estimated $42K sold.

Mountain Capital Investment Advisors first reported a position in D in Q2 2017 and held it in 2 quarters. The position peaked at $42K in Q3 2017. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Dominion Energy position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 551 Dominion Energy shares in Q4 2017, an estimated $42K.
  • Mountain Capital Investment Advisors first reported a position in Dominion Energy in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Dominion Energy position peaked at $42K in Q3 2017.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.