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Stanford Investment Group’s Dominion Energy D Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-400
Closed -$31K – 65
2016
Q4 		$31K Hold
400
– – 0.02% 187
2016
Q3 		$30K Buy
+400
New +$30.5K 0.01% 210

Other funds holding D

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Stanford Investment Group's D Position: Q1 2017 in Review

Stanford Investment Group sold out of Dominion Energy (D) in Q1 2017, closing a stake of 400 shares — an estimated $31K sold.

Stanford Investment Group first reported a position in D in Q3 2016 and held it in 2 quarters. The position peaked at $31K in Q4 2016. 1,013 funds tracked by Wall St. Rank hold D as of Q1 2017.

  • Stanford Investment Group reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 400 Dominion Energy shares in Q1 2017, an estimated $31K.
  • Stanford Investment Group first reported a position in Dominion Energy in Q3 2016 and held it in 2 quarters.
  • Stanford Investment Group's Dominion Energy position peaked at $31K in Q4 2016.
  • 1,013 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.