SVWA
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Sound View Wealth Advisors’s Dominion Energy D Stock Holding History

Sound View Wealth 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
2019
Q1 		$780K Buy
10,178
+1,933
+23% +$141K 0.24% 106
2018
Q4 		$589K Buy
+8,245
New +$602K 0.21% 114

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's D Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Dominion Energy (D) stake by 23% in Q1 2019, buying an estimated $141K and bringing the position to 10,178 shares worth $780K. The position accounts for 0.24% of the portfolio, ranked #106.

Sound View Wealth Advisors first reported a position in D in Q4 2018 and has held it in 2 quarters since. 1,328 funds tracked by Wall St. Rank hold D as of Q1 2019.

  • Sound View Wealth Advisors held 10,178 shares of Dominion Energy worth $780K as of Q1 2019.
  • Sound View Wealth Advisors bought 1,933 Dominion Energy shares in Q1 2019, an estimated $141K.
  • Dominion Energy made up 0.24% of Sound View Wealth Advisors's portfolio in Q1 2019, its #106 holding.
  • Sound View Wealth Advisors first reported a position in Dominion Energy in Q4 2018 and has held it in 2 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.