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Robert N. Shapiro’s Dominion Energy D Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$529K Sell
6,875
-804
-10% -$58.2K 0.11% 172
2014
Q3 		$530K Sell
7,679
-189
-2% -$13K 0.1% 173
2014
Q2 		$563K Sell
7,868
-225
-3% -$15.8K 0.11% 169
2014
Q1 		$575K Sell
8,093
-1,214
-13% -$82.9K 0.11% 163
2013
Q4 		$602K Sell
9,307
-2,038
-18% -$131K 0.11% 165
2013
Q3 		$709K Buy
11,345
+795
+8% +$47.2K 0.13% 150
2013
Q2 		$600K Buy
+10,550
New +$618K 0.13% 154

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Robert N. Shapiro's D Position: Q4 2014 in Review

Robert N. Shapiro reduced its Dominion Energy (D) stake by 10% in Q4 2014, selling an estimated $58.2K and leaving 6,875 shares worth $529K. The position accounts for 0.11% of the portfolio, ranked #172.

Robert N. Shapiro first reported a position in D in Q2 2013 and has held it in 7 quarters since. The position peaked at $709K in Q3 2013. 937 funds tracked by Wall St. Rank hold D as of Q4 2014.

  • Robert N. Shapiro held 6,875 shares of Dominion Energy worth $529K as of Q4 2014.
  • Robert N. Shapiro sold 804 Dominion Energy shares in Q4 2014, an estimated $58.2K.
  • Dominion Energy made up 0.11% of Robert N. Shapiro's portfolio in Q4 2014, its #172 holding.
  • Robert N. Shapiro first reported a position in Dominion Energy in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Dominion Energy position peaked at $709K in Q3 2013.
  • 937 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.