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Smith Shellnut Wilson’s Dominion Energy D Stock Holding History

Smith Shellnut Wilson’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
2017
Q3 		– Sell
-3,102
Closed -$242K – 136
2017
Q2 		$242K Buy
+3,102
New +$244K 0.25% 107
2017
Q1 		– Sell
-2,807
Closed -$215K – 120
2016
Q4 		$215K Buy
+2,807
New +$207K 0.21% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Smith Shellnut Wilson's D Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of Dominion Energy (D) in Q3 2017, closing a stake of 3,102 shares — an estimated $242K sold.

Smith Shellnut Wilson first reported a position in D in Q4 2016 and held it in 2 quarters. The position peaked at $242K in Q2 2017. 1,037 funds tracked by Wall St. Rank hold D as of Q3 2017.

  • Smith Shellnut Wilson reported no remaining Dominion Energy position as of Q3 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 3,102 Dominion Energy shares in Q3 2017, an estimated $242K.
  • Smith Shellnut Wilson first reported a position in Dominion Energy in Q4 2016 and held it in 2 quarters.
  • Smith Shellnut Wilson's Dominion Energy position peaked at $242K in Q2 2017.
  • 1,037 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.