SVA Wealth Management’s Dominion Energy D Stock Holding History

SVA Wealth 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
2017 Q1	–	Sell	-2,858	Closed	-$219K	–	198
2016 Q4	$219K	Sell	2,858 -2,000	-41%	-$147K	0.03%	189
2016 Q3	$361K	Sell	4,858 -14,576	-75%	-$1.11M	0.06%	154
2016 Q2	$1.51M	Buy	19,434 +206	+1%	+$14.9K	0.24%	94
2016 Q1	$1.44M	Buy	19,228 +1,691	+10%	+$120K	0.24%	94
2015 Q4	$1.19M	Buy	17,537 +1,999	+13%	+$138K	0.21%	104
2015 Q3	$1.09M	Sell	15,538 -1,084	-7%	-$76.2K	0.2%	108
2015 Q2	$1.11M	Buy	16,622 +475	+3%	+$33.4K	0.2%	110
2015 Q1	$1.14M	Buy	16,147 +8,072	+100%	+$599K	0.21%	110
2014 Q4	$621K	Buy	8,075 +2,223	+38%	+$161K	0.23%	100
2014 Q3	$404K	Buy	5,852 +470	+9%	+$32.4K	0.17%	111
2014 Q2	$385K	Buy	5,382 +900	+20%	+$63.1K	0.16%	112
2014 Q1	$318K	Buy	4,482 +845	+23%	+$57.7K	0.15%	122
2013 Q4	$235K	Buy	+3,637	New	+$234K	0.14%	125

Other funds holding D

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SVA Wealth Management's D Position: Q1 2017 in Review

SVA Wealth Management sold out of Dominion Energy (D) in Q1 2017, closing a stake of 2,858 shares — an estimated $219K sold.

SVA Wealth Management first reported a position in D in Q4 2013 and held it in 13 quarters. The position peaked at $1.51M in Q2 2016. 1,012 funds tracked by Wall St. Rank hold D as of Q1 2017.

SVA Wealth Management reported no remaining Dominion Energy position as of Q1 2017 after selling out during the quarter.
SVA Wealth Management sold 2,858 Dominion Energy shares in Q1 2017, an estimated $219K.
SVA Wealth Management first reported a position in Dominion Energy in Q4 2013 and held it in 13 quarters.
SVA Wealth Management's Dominion Energy position peaked at $1.51M in Q2 2016.
1,012 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2017.

Based on SVA Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.