Signature Wealth Management Group’s Dominion Energy D Stock Holding History

Signature Wealth Management Group’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	–	Sell	-1,406	Closed	-$102K	–	122
2018 Q3	$102K	Hold	1,406	–	–	0.08%	83
2018 Q2	$96K	Hold	1,406	–	–	0.07%	84
2018 Q1	$95K	Sell	1,406 -49	-3%	-$3.62K	0.07%	81
2017 Q4	$118K	Buy	+1,455	New	+$118K	0.09%	73

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

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 Wealth Management Group's D Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Dominion Energy (D) in Q4 2018, closing a stake of 1,406 shares — an estimated $102K sold.

Signature Wealth Management Group first reported a position in D in Q4 2017 and held it in 4 quarters. The position peaked at $118K in Q4 2017. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

Signature Wealth Management Group reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 1,406 Dominion Energy shares in Q4 2018, an estimated $102K.
Signature Wealth Management Group first reported a position in Dominion Energy in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Dominion Energy position peaked at $118K in Q4 2017.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.