Squar Milner Financial Services’s Dominion Energy D Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-5,366	Closed	-$436K	–	47
2020 Q2	$436K	Buy	5,366 +500	+10%	+$40.1K	0.25%	109
2020 Q1	$351K	Buy	4,866 +302	+7%	+$24.7K	0.21%	107
2019 Q4	$377K	Sell	4,564 -1,124	-20%	-$91.8K	0.19%	116
2019 Q3	$449K	Buy	5,688 +1,961	+53%	+$152K	0.23%	110
2019 Q2	$288K	Buy	3,727 +264	+8%	+$20.1K	0.19%	122
2019 Q1	$265K	Sell	3,463 -710	-17%	-$51.9K	0.2%	124
2018 Q4	$298K	Sell	4,173 -61	-1%	-$4.46K	0.29%	90
2018 Q3	$298K	Buy	4,234 +470	+12%	+$33.3K	0.27%	99
2018 Q2	$257K	Buy	+3,764	New	+$245K	0.23%	120

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Squar Milner Financial Services's D Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Dominion Energy (D) in Q3 2020, closing a stake of 5,366 shares — an estimated $436K sold.

Squar Milner Financial Services first reported a position in D in Q2 2018 and held it in 9 quarters. The position peaked at $449K in Q3 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2020.

Squar Milner Financial Services reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,366 Dominion Energy shares in Q3 2020, an estimated $436K.
Squar Milner Financial Services first reported a position in Dominion Energy in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Dominion Energy position peaked at $449K in Q3 2019.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.