Steward Partners Investment Advisory’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Steward Partners Investment Advisory’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	-350	Closed	-$17K	–	2868
2019 Q2	$17K	Buy	+350	New	+$17.4K	﹤0.01%	1775

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

Steward Partners Investment Advisory's DCUD Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 350 shares — an estimated $17K sold.

Steward Partners Investment Advisory first reported a position in DCUD in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

Steward Partners Investment Advisory reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 350 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $17K.
Steward Partners Investment Advisory first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q2 2019 and held it in 1 quarter.
Steward Partners Investment Advisory's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $17K 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 Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.