PMFA
DCUC

Plante Moran Financial Advisors’s Dominion Energy, Inc. DCUC Stock Holding History

Plante Moran Financial Advisors’s Portfolio DCUC Stock Details DCUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-228
Closed -$11K – 943
2017
Q1 		$11K Buy
+228
New +$11.5K 0.01% 570

Other funds holding DCUC

CAM
Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Plante Moran Financial Advisors's DCUC Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Dominion Energy, Inc. (DCUC) in Q2 2017, closing a stake of 228 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in DCUC in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 38 funds tracked by Wall St. Rank hold DCUC as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Dominion Energy, Inc. position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 228 Dominion Energy, Inc. shares in Q2 2017, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Dominion Energy, Inc. in Q1 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Dominion Energy, Inc. position peaked at $11K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Dominion Energy, Inc. as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.