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MYCIO Wealth Partners’s Dominion Energy D Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-20
Closed -$1K – 310
2016
Q3 		$1K Buy
+20
New +$1.52K ﹤0.01% 798
2014
Q1 		– Sell
-1,687
Closed -$109K – 629
2013
Q4 		$109K Hold
1,687
– – 0.03% 177
2013
Q3 		$105K Hold
1,687
– – 0.03% 168
2013
Q2 		$96K Buy
+1,687
New +$98.8K 0.03% 173

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MYCIO Wealth Partners's D Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Dominion Energy (D) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in D in Q2 2013 and held it in 4 quarters. The position peaked at $109K in Q4 2013. 1,019 funds tracked by Wall St. Rank hold D as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Dominion Energy position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 20 Dominion Energy shares in Q4 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Dominion Energy in Q2 2013 and held it in 4 quarters.
  • MYCIO Wealth Partners's Dominion Energy position peaked at $109K in Q4 2013.
  • 1,019 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.