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Numeric Investors’s Dominion Energy D Stock Holding History

Numeric Investors’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 		$2.35M Buy
29,000
+8,500
+41% +$689K 0.02% 591
2017
Q3 		$1.58M Buy
+20,500
New +$1.59M 0.01% 648

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

Numeric Investors's D Position: Q4 2017 in Review

Numeric Investors increased its Dominion Energy (D) stake by 41% in Q4 2017, buying an estimated $689K and bringing the position to 29,000 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #591.

Numeric Investors first reported a position in D in Q3 2017 and has held it in 2 quarters since. 1,133 funds tracked by Wall St. Rank hold D as of Q4 2017.

  • Numeric Investors held 29,000 shares of Dominion Energy worth $2.35M as of Q4 2017.
  • Numeric Investors bought 8,500 Dominion Energy shares in Q4 2017, an estimated $689K.
  • Dominion Energy made up 0.02% of Numeric Investors's portfolio in Q4 2017, its #591 holding.
  • Numeric Investors first reported a position in Dominion Energy in Q3 2017 and has held it in 2 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.