Sound Income Strategies’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Sound Income Strategies’s Portfolio DCUD Stock Details DCUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-40	Closed	-$2K	–	800
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	576
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	579
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	563
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	584
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	532
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	500
2017 Q4	$2K	Buy	+40	New	+$2.08K	﹤0.01%	427

Other funds holding DCUD

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Sound Income Strategies's DCUD Position: Q3 2019 in Review

Sound Income Strategies sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 40 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in DCUD in Q4 2017 and held it in 7 quarters. The position peaked at $2K in Q2 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

Sound Income Strategies reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
Sound Income Strategies sold 40 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $2K.
Sound Income Strategies first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q4 2017 and held it in 7 quarters.
Sound Income Strategies's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $2K in Q2 2019.
3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on Sound Income Strategies's 13F filing for Q3 2019, filed 4 Oct 2019.