SI
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SII Investments’s Dominion Energy D Stock Holding History

SII Investments’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
Q1 		– Sell
-4,372
Closed -$352K – 58
2017
Q4 		$352K Sell
4,372
-1,251
-22% -$101K 0.04% 290
2017
Q3 		$434K Buy
5,623
+40
+0.7% +$3.11K 0.02% 399
2017
Q2 		$427K Sell
5,583
-773
-12% -$60.8K 0.03% 383
2017
Q1 		$498K Sell
6,356
-500
-7% -$37.8K 0.03% 338
2016
Q4 		$525K Buy
6,856
+516
+8% +$38K 0.04% 298
2016
Q3 		$469K Buy
6,340
+1,366
+27% +$104K 0.04% 324
2016
Q2 		$391K Sell
4,974
-726
-13% -$52.7K 0.03% 375
2016
Q1 		$430K Buy
5,700
+446
+8% +$31.6K 0.04% 339
2015
Q4 		$358K Sell
5,254
-190
-3% -$13.1K 0.05% 314
2015
Q3 		$384K Buy
5,444
+1,346
+33% +$94.6K 0.04% 343
2015
Q2 		$271K Sell
4,098
-1,875
-31% -$132K 0.03% 416
2015
Q1 		$423K Buy
5,973
+229
+4% +$17K 0.05% 323
2014
Q4 		$440K Buy
5,744
+47
+0.8% +$3.4K 0.06% 279
2014
Q3 		$399K Sell
5,697
-58
-1% -$4K 0.05% 302
2014
Q2 		$409K Buy
5,755
+1,897
+49% +$133K 0.06% 293
2014
Q1 		$255K Hold
3,858
– – 0.05% 333
2013
Q4 		$249K Sell
3,858
-97
-2% -$6.24K 0.04% 351
2013
Q3 		$244K Sell
3,955
-625
-14% -$37.1K 0.06% 268
2013
Q2 		$259K Buy
+4,580
New +$268K 0.06% 304

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SII Investments's D Position: Q1 2018 in Review

SII Investments sold out of Dominion Energy (D) in Q1 2018, closing a stake of 4,372 shares — an estimated $352K sold.

SII Investments first reported a position in D in Q2 2013 and held it in 19 quarters. The position peaked at $525K in Q4 2016. 1,173 funds tracked by Wall St. Rank hold D as of Q1 2018.

  • SII Investments reported no remaining Dominion Energy position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 4,372 Dominion Energy shares in Q1 2018, an estimated $352K.
  • SII Investments first reported a position in Dominion Energy in Q2 2013 and held it in 19 quarters.
  • SII Investments's Dominion Energy position peaked at $525K in Q4 2016.
  • 1,173 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.