OFG
DCUE

OTA Financial Group’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

OTA Financial Group’s Portfolio DCUE Stock Details DCUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,577
Closed -$1.33M – 77
2019
Q3 		$1.33M Buy
+12,577
New +$1.29M 1.09% 16

Other funds holding DCUE

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OTA Financial Group's DCUE Position: Q4 2019 in Review

OTA Financial Group sold out of Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) in Q4 2019, closing a stake of 12,577 shares — an estimated $1.33M sold.

OTA Financial Group first reported a position in DCUE in Q3 2019 and held it in 1 quarter. The position peaked at $1.33M in Q3 2019. 66 funds tracked by Wall St. Rank hold DCUE as of Q4 2019.

  • OTA Financial Group reported no remaining Dominion Energy, Inc. 2019 Series A Corporate Units position as of Q4 2019 after selling out during the quarter.
  • OTA Financial Group sold 12,577 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q4 2019, an estimated $1.33M.
  • OTA Financial Group first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q3 2019 and held it in 1 quarter.
  • OTA Financial Group's Dominion Energy, Inc. 2019 Series A Corporate Units position peaked at $1.33M in Q3 2019.
  • 66 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q4 2019.

Based on OTA Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.