PIA
D icon

Peachtree Investment Advisors’s Dominion Energy D Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-344
Closed -$23K – 135
2015
Q2 		$23K Sell
344
-74
-18% -$5.21K 0.02% 223
2015
Q1 		$30K Hold
418
– – 0.02% 220
2014
Q4 		$32K Hold
418
– – 0.02% 228
2014
Q3 		$29K Buy
+418
New +$28.9K 0.02% 236

Other funds holding D

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peachtree Investment Advisors's D Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Dominion Energy (D) in Q3 2015, closing a stake of 344 shares — an estimated $23K sold.

Peachtree Investment Advisors first reported a position in D in Q3 2014 and held it in 4 quarters. The position peaked at $32K in Q4 2014. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Dominion Energy position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 344 Dominion Energy shares in Q3 2015, an estimated $23K.
  • Peachtree Investment Advisors first reported a position in Dominion Energy in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Dominion Energy position peaked at $32K in Q4 2014.
  • 920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.