Northwest Wealth Management’s Dominion Energy D Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-1,000	Closed	-$77K	–	192
2019 Q1	$77K	Hold	1,000	–	–	0.06%	179
2018 Q4	$71K	Hold	1,000	–	–	0.06%	173
2018 Q3	$70K	Hold	1,000	–	–	0.05%	187
2018 Q2	$68K	Hold	1,000	–	–	0.05%	193
2018 Q1	$67K	Buy	+1,000	New	+$73.8K	0.05%	192

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

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

Northwest Wealth Management's D Position: Q2 2019 in Review

Northwest Wealth Management sold out of Dominion Energy (D) in Q2 2019, closing a stake of 1,000 shares — an estimated $77K sold.

Northwest Wealth Management first reported a position in D in Q1 2018 and held it in 5 quarters. The position peaked at $77K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

Northwest Wealth Management reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,000 Dominion Energy shares in Q2 2019, an estimated $77K.
Northwest Wealth Management first reported a position in Dominion Energy in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Dominion Energy position peaked at $77K in Q1 2019.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.