Palisades Hudson Asset Management’s Dominion Energy D Stock Holding History

Palisades Hudson Asset 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
2015 Q1	–	Sell	-2,764	Closed	-$213K	–	96
2014 Q4	$213K	Buy	+2,764	New	+$200K	0.17%	81
2014 Q2	–	Sell	-2,956	Closed	-$210K	–	72
2014 Q1	$210K	Buy	+2,956	New	+$202K	0.18%	69

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Palisades Hudson Asset Management's D Position: Q1 2015 in Review

Palisades Hudson Asset Management sold out of Dominion Energy (D) in Q1 2015, closing a stake of 2,764 shares — an estimated $213K sold.

Palisades Hudson Asset Management first reported a position in D in Q1 2014 and held it in 2 quarters. The position peaked at $213K in Q4 2014. 923 funds tracked by Wall St. Rank hold D as of Q1 2015.

Palisades Hudson Asset Management reported no remaining Dominion Energy position as of Q1 2015 after selling out during the quarter.
Palisades Hudson Asset Management sold 2,764 Dominion Energy shares in Q1 2015, an estimated $213K.
Palisades Hudson Asset Management first reported a position in Dominion Energy in Q1 2014 and held it in 2 quarters.
Palisades Hudson Asset Management's Dominion Energy position peaked at $213K in Q4 2014.
923 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2015.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2015, filed 13 May 2015.