Old Mutual Customised Solutions’s Dominion Energy D Stock Holding History

Old Mutual Customised Solutions’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 Q2	$2.58M	Hold	37,899	–	–	0.26%	93
2018 Q1	$2.56M	Buy	37,899 +1,700	+5%	+$126K	0.26%	96
2017 Q4	$2.93M	Buy	36,199 +11,400	+46%	+$924K	0.3%	86
2017 Q3	$1.91M	Buy	24,799 +1,800	+8%	+$140K	0.26%	97
2017 Q2	$1.76M	Hold	22,999	–	–	0.26%	96
2017 Q1	$1.78M	Buy	22,999 +3,899	+20%	+$295K	0.28%	87
2016 Q4	$1.46M	Buy	19,100 +5,100	+36%	+$376K	0.27%	87
2016 Q3	$1.04M	Buy	14,000 +900	+7%	+$68.6K	0.3%	73
2016 Q2	$1.02M	Buy	13,100 +6,100	+87%	+$443K	0.26%	88
2016 Q1	$526K	Hold	7,000	–	–	0.14%	185
2015 Q4	$473K	Hold	7,000	–	–	0.12%	207
2015 Q3	$493K	Hold	7,000	–	–	0.13%	193
2015 Q2	$468K	Hold	7,000	–	–	0.11%	227
2015 Q1	$496K	Hold	7,000	–	–	0.12%	197
2014 Q4	$538K	Sell	7,000 -300	-4%	-$21.7K	0.15%	162
2014 Q3	$504K	Sell	7,300 -1,400	-16%	-$96.7K	0.14%	156
2014 Q2	$622K	Sell	8,700 -600	-6%	-$42.1K	0.15%	147
2014 Q1	$660K	Hold	9,300	–	–	0.17%	137
2013 Q4	$602K	Hold	9,300	–	–	0.16%	147
2013 Q3	$581K	Hold	9,300	–	–	0.16%	141
2013 Q2	$528K	Buy	+9,300	New	+$545K	0.15%	142

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Old Mutual Customised Solutions's D Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Dominion Energy (D) position steady in Q2 2018 at 37,899 shares worth $2.58M. The position accounts for 0.26% of the portfolio, ranked #93.

Old Mutual Customised Solutions first reported a position in D in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.93M in Q4 2017. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

Old Mutual Customised Solutions held 37,899 shares of Dominion Energy worth $2.58M as of Q2 2018.
Old Mutual Customised Solutions left its Dominion Energy share count unchanged in Q2 2018.
Dominion Energy made up 0.26% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #93 holding.
Old Mutual Customised Solutions first reported a position in Dominion Energy in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Dominion Energy position peaked at $2.93M in Q4 2017.
1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.