RFS
D icon

Rockefeller Financial Services’s Dominion Energy D Stock Holding History

Rockefeller Financial Services’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
Q2 		– Sell
-105
Closed -$7K – 633
2014
Q1 		$7K Buy
105
+54
+106% +$3.69K ﹤0.01% 481
2013
Q4 		$3K Buy
+51
New +$3.28K ﹤0.01% 490

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Rockefeller Financial Services's D Position: Q2 2014 in Review

Rockefeller Financial Services sold out of Dominion Energy (D) in Q2 2014, closing a stake of 105 shares — an estimated $7K sold.

Rockefeller Financial Services first reported a position in D in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 883 funds tracked by Wall St. Rank hold D as of Q2 2014.

  • Rockefeller Financial Services reported no remaining Dominion Energy position as of Q2 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 105 Dominion Energy shares in Q2 2014, an estimated $7K.
  • Rockefeller Financial Services first reported a position in Dominion Energy in Q4 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's Dominion Energy position peaked at $7K in Q1 2014.
  • 883 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2014.

Based on Rockefeller Financial Services's 13F filing for Q2 2014, filed 25 Jul 2014.