Signature Financial Management’s Dominion Energy D Stock Holding History

Signature Financial 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
2018 Q4	$312K	Sell	4,353 -5,027	-54%	-$367K	0.08%	93
2018 Q3	$659K	Sell	9,380 -692	-7%	-$49K	0.12%	77
2018 Q2	$687K	Buy	10,072 +771	+8%	+$50.2K	0.15%	75
2018 Q1	$627K	Buy	9,301 +5,103	+122%	+$377K	0.13%	72
2017 Q4	$340K	Buy	4,198 +30	+0.7%	+$2.43K	0.09%	92
2017 Q3	$321K	Sell	4,168 -169	-4%	-$13.1K	0.1%	110
2017 Q2	$332K	Sell	4,337 -971	-18%	-$76.3K	0.1%	104
2017 Q1	$413K	Hold	5,308	–	–	0.13%	89
2016 Q4	$407K	Hold	5,308	–	–	0.15%	82
2016 Q3	$394K	Buy	+5,308	New	+$404K	0.16%	79
2016 Q2	–	Sell	-2,747	Closed	-$207K	–	119
2016 Q1	$207K	Buy	+2,747	New	+$194K	0.1%	114
2015 Q4	–	Sell	-3,893	Closed	-$272K	–	110
2015 Q3	$272K	Hold	3,893	–	–	0.17%	74
2015 Q2	$260K	Buy	3,893 +300	+8%	+$21.1K	0.17%	75
2015 Q1	$254K	Hold	3,593	–	–	0.16%	73
2014 Q4	$277K	Sell	3,593 -500	-12%	-$36.2K	0.19%	67
2014 Q3	$283K	Hold	4,093	–	–	0.2%	72
2014 Q2	$293K	Sell	4,093 -238	-5%	-$16.7K	0.22%	62
2014 Q1	$307K	Hold	4,331	–	–	0.26%	57
2013 Q4	$281K	Buy	4,331 +500	+13%	+$32.2K	0.22%	60
2013 Q3	$238K	Sell	3,831 -277	-7%	-$16.4K	0.21%	63
2013 Q2	$233K	Buy	+4,108	New	+$241K	0.16%	63

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Signature Financial Management's D Position: Q4 2018 in Review

Signature Financial Management reduced its Dominion Energy (D) stake by 54% in Q4 2018, selling an estimated $367K and leaving 4,353 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #93.

Signature Financial Management first reported a position in D in Q2 2013 and has held it in 21 quarters since. The position peaked at $687K in Q2 2018. 1,257 funds tracked by Wall St. Rank hold D as of Q4 2018.

Signature Financial Management held 4,353 shares of Dominion Energy worth $312K as of Q4 2018.
Signature Financial Management sold 5,027 Dominion Energy shares in Q4 2018, an estimated $367K.
Dominion Energy made up 0.08% of Signature Financial Management's portfolio in Q4 2018, its #93 holding.
Signature Financial Management first reported a position in Dominion Energy in Q2 2013 and has held it in 21 quarters since.
Signature Financial Management's Dominion Energy position peaked at $687K in Q2 2018.
1,257 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.