Sunnymeath Asset Management’s Dominion Energy D Stock Holding History

Sunnymeath Asset Management’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
2016 Q4	$39K	Hold	510	–	–	0.05%	103
2016 Q3	$36K	Hold	510	–	–	0.08%	95
2016 Q2	$40K	Hold	510	–	–	0.06%	103
2016 Q1	$38K	Buy	+510	New	+$36.1K	0.06%	101

Other funds holding D

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sunnymeath Asset Management's D Position: Q4 2016 in Review

Sunnymeath Asset Management held its Dominion Energy (D) position steady in Q4 2016 at 510 shares worth $39K. The position accounts for 0.05% of the portfolio, ranked #103.

Sunnymeath Asset Management first reported a position in D in Q1 2016 and has held it in 4 quarters since. The position peaked at $40K in Q2 2016. 1,019 funds tracked by Wall St. Rank hold D as of Q4 2016.

Sunnymeath Asset Management held 510 shares of Dominion Energy worth $39K as of Q4 2016.
Sunnymeath Asset Management left its Dominion Energy share count unchanged in Q4 2016.
Dominion Energy made up 0.05% of Sunnymeath Asset Management's portfolio in Q4 2016, its #103 holding.
Sunnymeath Asset Management first reported a position in Dominion Energy in Q1 2016 and has held it in 4 quarters since.
Sunnymeath Asset Management's Dominion Energy position peaked at $40K in Q2 2016.
1,019 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.