PWPCM
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Perella Weinberg Partners Capital Management’s Dominion Energy D Stock Holding History

Perella Weinberg Partners Capital 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
2019
Q3 		– Sell
-20,374
Closed -$1.57M – 52
2019
Q2 		$1.57M Sell
20,374
-3,849
-16% -$293K 0.07% 166
2019
Q1 		$1.86M Buy
+24,223
New +$1.77M 0.09% 147

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perella Weinberg Partners Capital Management's D Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of Dominion Energy (D) in Q3 2019, closing a stake of 20,374 shares — an estimated $1.57M sold.

Perella Weinberg Partners Capital Management first reported a position in D in Q1 2019 and held it in 2 quarters. The position peaked at $1.86M in Q1 2019. 1,339 funds tracked by Wall St. Rank hold D as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 20,374 Dominion Energy shares in Q3 2019, an estimated $1.57M.
  • Perella Weinberg Partners Capital Management first reported a position in Dominion Energy in Q1 2019 and held it in 2 quarters.
  • Perella Weinberg Partners Capital Management's Dominion Energy position peaked at $1.86M in Q1 2019.
  • 1,339 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.