SPL
D icon

Smart Portfolios LLC’s Dominion Energy D Stock Holding History

Smart Portfolios LLC’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
Q2 		– Sell
-408
Closed -$31K – 84
2019
Q1 		$31K Hold
408
– – 0.03% 111
2018
Q4 		$29K Hold
408
– – 0.02% 98
2018
Q3 		$29K Hold
408
– – 0.02% 97
2018
Q2 		$28K Hold
408
– – 0.02% 97
2018
Q1 		$28K Buy
+408
New +$30.1K 0.02% 92

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smart Portfolios LLC's D Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Dominion Energy (D) in Q2 2019, closing a stake of 408 shares — an estimated $31K sold.

Smart Portfolios LLC first reported a position in D in Q1 2018 and held it in 5 quarters. The position peaked at $31K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 408 Dominion Energy shares in Q2 2019, an estimated $31K.
  • Smart Portfolios LLC first reported a position in Dominion Energy in Q1 2018 and held it in 5 quarters.
  • Smart Portfolios LLC's Dominion Energy position peaked at $31K in Q1 2019.
  • 1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.