RDM
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Retirement Design & Management’s Dominion Energy D Stock Holding History

Retirement Design & 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
2015
Q3 		– Sell
-15,433
Closed -$1.03M – 68
2015
Q2 		$1.03M Buy
15,433
+2
+0% +$141 0.89% 34
2015
Q1 		$1.09M Buy
15,431
+295
+2% +$21.9K 0.95% 32
2014
Q4 		$1.16M Buy
+15,136
New +$1.1M 0.88% 32

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Design & Management's D Position: Q3 2015 in Review

Retirement Design & Management sold out of Dominion Energy (D) in Q3 2015, closing a stake of 15,433 shares — an estimated $1.03M sold.

Retirement Design & Management first reported a position in D in Q4 2014 and held it in 3 quarters. The position peaked at $1.16M in Q4 2014. 920 funds tracked by Wall St. Rank hold D as of Q3 2015.

  • Retirement Design & Management reported no remaining Dominion Energy position as of Q3 2015 after selling out during the quarter.
  • Retirement Design & Management sold 15,433 Dominion Energy shares in Q3 2015, an estimated $1.03M.
  • Retirement Design & Management first reported a position in Dominion Energy in Q4 2014 and held it in 3 quarters.
  • Retirement Design & Management's Dominion Energy position peaked at $1.16M in Q4 2014.
  • 920 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2015.

Based on Retirement Design & Management's 13F filing for Q3 2015, filed 9 Nov 2015.