SMA
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Simply Money Advisors’s Dominion Energy D Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-150
Closed -$9K – 177
2013
Q2 		$9K Buy
+150
New +$8.79K ﹤0.01% 171

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State Street
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Simply Money Advisors's D Position: Q3 2013 in Review

Simply Money Advisors sold out of Dominion Energy (D) in Q3 2013, closing a stake of 150 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in D in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 786 funds tracked by Wall St. Rank hold D as of Q3 2013.

  • Simply Money Advisors reported no remaining Dominion Energy position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 150 Dominion Energy shares in Q3 2013, an estimated $9K.
  • Simply Money Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Dominion Energy position peaked at $9K in Q2 2013.
  • 786 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.