OneDigital Investment Advisors’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

OneDigital Investment Advisors’s Portfolio DCUD Stock Details DCUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-150	Closed	-$8K	–	1303
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	997
2019 Q1	$7K	Buy	+150	New	+$7.3K	﹤0.01%	957
2018 Q4	–	Hold	0	–	–	–	926

Other funds holding DCUD

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

OneDigital Investment Advisors's DCUD Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 150 shares — an estimated $8K sold.

OneDigital Investment Advisors first reported a position in DCUD in Q1 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

OneDigital Investment Advisors reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 150 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $8K.
OneDigital Investment Advisors first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q1 2019 and held it in 2 quarters.
OneDigital Investment Advisors's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $8K in Q2 2019.
3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.