RPg Family Wealth Advisory’s Dominion Energy D Stock Holding History

RPg Family Wealth Advisory’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
2017 Q1	–	Sell	-282	Closed	-$21.6K	–	288
2016 Q4	$21.6K	Hold	282	–	–	0.02%	180
2016 Q3	$20.9K	Hold	282	–	–	0.01%	170
2016 Q2	$22K	Buy	+282	New	+$20.5K	0.01%	185

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

RPg Family Wealth Advisory's D Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Dominion Energy (D) in Q1 2017, closing a stake of 282 shares — an estimated $21.6K sold.

RPg Family Wealth Advisory first reported a position in D in Q2 2016 and held it in 3 quarters. The position peaked at $22K in Q2 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

RPg Family Wealth Advisory reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 282 Dominion Energy shares in Q1 2017, an estimated $21.6K.
RPg Family Wealth Advisory first reported a position in Dominion Energy in Q2 2016 and held it in 3 quarters.
RPg Family Wealth Advisory's Dominion Energy position peaked at $22K in Q2 2016.
1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.