Raymond James Financial Services Advisors’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Raymond James Financial Services Advisors’s Portfolio DCUD Stock Details DCUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,500	Closed	-$629K	–	2971
2019 Q2	$629K	Sell	12,500 -850	-6%	-$42.3K	﹤0.01%	1778
2019 Q1	$666K	Buy	13,350 +650	+5%	+$31.6K	﹤0.01%	1704
2018 Q4	$608K	Buy	12,700 +2,250	+22%	+$109K	﹤0.01%	1542
2018 Q3	$494K	Sell	10,450 -600	-5%	-$28.5K	﹤0.01%	1919
2018 Q2	$511K	Buy	11,050 +3,400	+44%	+$152K	﹤0.01%	1854
2018 Q1	$355K	Buy	+7,650	New	+$377K	﹤0.01%	1939

Other funds holding DCUD

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Raymond James Financial Services Advisors's DCUD Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 12,500 shares — an estimated $629K sold.

Raymond James Financial Services Advisors first reported a position in DCUD in Q1 2018 and held it in 6 quarters. The position peaked at $666K in Q1 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

Raymond James Financial Services Advisors reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
Raymond James Financial Services Advisors sold 12,500 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $629K.
Raymond James Financial Services Advisors first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q1 2018 and held it in 6 quarters.
Raymond James Financial Services Advisors's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $666K in Q1 2019.
3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.