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Portfolio Strategies’s Dominion Energy D Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-280
Closed -$19K – 246
2018
Q1 		$19K Hold
280
– – 0.01% 124
2017
Q4 		$23K Buy
+280
New +$22.7K 0.02% 118

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Portfolio Strategies's D Position: Q2 2018 in Review

Portfolio Strategies sold out of Dominion Energy (D) in Q2 2018, closing a stake of 280 shares — an estimated $19K sold.

Portfolio Strategies first reported a position in D in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 1,150 funds tracked by Wall St. Rank hold D as of Q2 2018.

  • Portfolio Strategies reported no remaining Dominion Energy position as of Q2 2018 after selling out during the quarter.
  • Portfolio Strategies sold 280 Dominion Energy shares in Q2 2018, an estimated $19K.
  • Portfolio Strategies first reported a position in Dominion Energy in Q4 2017 and held it in 2 quarters.
  • Portfolio Strategies's Dominion Energy position peaked at $23K in Q4 2017.
  • 1,150 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2018.

Based on Portfolio Strategies's 13F filing for Q2 2018, filed 25 Sep 2018.