PCM
D icon

Poehling Capital Management’s Dominion Energy D Stock Holding History

Poehling 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
2018
Q3 		– Sell
-120
Closed -$8K – 146
2018
Q2 		$8K Hold
120
– – 0.01% 236
2018
Q1 		$8K Buy
+120
New +$8.86K 0.01% 247

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Barrow, Hanley, Mewhinney & Strauss
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Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Poehling Capital Management's D Position: Q3 2018 in Review

Poehling Capital Management sold out of Dominion Energy (D) in Q3 2018, closing a stake of 120 shares — an estimated $8K sold.

Poehling Capital Management first reported a position in D in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Poehling Capital Management reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 120 Dominion Energy shares in Q3 2018, an estimated $8K.
  • Poehling Capital Management first reported a position in Dominion Energy in Q1 2018 and held it in 2 quarters.
  • Poehling Capital Management's Dominion Energy position peaked at $8K in Q2 2018.
  • 1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.