SeaBridge Investment Advisors’s Dominion Energy D Stock Holding History

SeaBridge Investment Advisors’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
2019 Q4	–	Sell	-600	Closed	-$49K	–	251
2019 Q3	$49K	Hold	600	–	–	0.02%	178
2019 Q2	$46K	Hold	600	–	–	0.02%	181
2019 Q1	$46K	Hold	600	–	–	0.02%	174
2018 Q4	$43K	Hold	600	–	–	0.02%	176
2018 Q3	$42K	Hold	600	–	–	0.01%	172
2018 Q2	$41K	Hold	600	–	–	0.01%	179
2018 Q1	$40K	Hold	600	–	–	0.01%	172
2017 Q4	$49K	Hold	600	–	–	0.01%	175
2017 Q3	$46K	Hold	600	–	–	0.01%	173
2017 Q2	$46K	Hold	600	–	–	0.01%	177
2017 Q1	$47K	Hold	600	–	–	0.01%	179
2016 Q4	$46K	Sell	600 -416	-41%	-$30.7K	0.01%	174
2016 Q3	$75K	Hold	1,016	–	–	0.02%	163
2016 Q2	$79K	Hold	1,016	–	–	0.02%	162
2016 Q1	$76K	Sell	1,016 -400	-28%	-$28.3K	0.02%	166
2015 Q4	$96K	Hold	1,416	–	–	0.02%	162
2015 Q3	$100K	Hold	1,416	–	–	0.02%	156
2015 Q2	$95K	Hold	1,416	–	–	0.02%	156
2015 Q1	$100K	Hold	1,416	–	–	0.02%	160
2014 Q4	$109K	Buy	1,416 +816	+136%	+$59.1K	0.02%	158
2014 Q3	$41K	Sell	600 -200	-25%	-$13.8K	0.01%	162
2014 Q2	$57K	Buy	800 +200	+33%	+$14K	0.01%	164
2014 Q1	$43K	Hold	600	–	–	0.01%	165
2013 Q4	$39K	Hold	600	–	–	0.01%	180
2013 Q3	$37K	Hold	600	–	–	0.01%	180
2013 Q2	$34K	Buy	+600	New	+$35.1K	0.01%	181

Other funds holding D

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SeaBridge Investment Advisors's D Position: Q4 2019 in Review

SeaBridge Investment Advisors sold out of Dominion Energy (D) in Q4 2019, closing a stake of 600 shares — an estimated $49K sold.

SeaBridge Investment Advisors first reported a position in D in Q2 2013 and held it in 26 quarters. The position peaked at $109K in Q4 2014. 1,463 funds tracked by Wall St. Rank hold D as of Q4 2019.

SeaBridge Investment Advisors reported no remaining Dominion Energy position as of Q4 2019 after selling out during the quarter.
SeaBridge Investment Advisors sold 600 Dominion Energy shares in Q4 2019, an estimated $49K.
SeaBridge Investment Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 26 quarters.
SeaBridge Investment Advisors's Dominion Energy position peaked at $109K in Q4 2014.
1,463 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2019.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.