SSG
DCUC

Summit Securities Group’s Dominion Energy, Inc. DCUC Stock Holding History

Summit Securities Group’s Portfolio DCUC Stock Details DCUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$10K – 785
2014
Q4 		$10K Buy
+200
New +$10.3K ﹤0.01% 456

Other funds holding DCUC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Securities Group's DCUC Position: Q1 2015 in Review

Summit Securities Group sold out of Dominion Energy, Inc. (DCUC) in Q1 2015, closing a stake of 200 shares — an estimated $10K sold.

Summit Securities Group first reported a position in DCUC in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 51 funds tracked by Wall St. Rank hold DCUC as of Q1 2015.

  • Summit Securities Group reported no remaining Dominion Energy, Inc. position as of Q1 2015 after selling out during the quarter.
  • Summit Securities Group sold 200 Dominion Energy, Inc. shares in Q1 2015, an estimated $10K.
  • Summit Securities Group first reported a position in Dominion Energy, Inc. in Q4 2014 and held it in 1 quarter.
  • Summit Securities Group's Dominion Energy, Inc. position peaked at $10K in Q4 2014.
  • 51 funds tracked by Wall St. Rank held Dominion Energy, Inc. as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.