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Telemus Capital’s Dominion Energy D Stock Holding History

Telemus Capital’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
2020
Q4 		– Sell
-7,500
Closed -$611K – 394
2020
Q3 		$611K Hold
7,500
– – 0.04% 273
2020
Q2 		$552K Hold
7,500
– – 0.04% 260
2020
Q1 		$638K Buy
+7,500
New +$612K 0.05% 220

Other funds holding D

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Telemus Capital's D Position: Q4 2020 in Review

Telemus Capital sold out of Dominion Energy (D) in Q4 2020, closing a stake of 7,500 shares — an estimated $611K sold.

Telemus Capital first reported a position in D in Q1 2020 and held it in 3 quarters. The position peaked at $638K in Q1 2020. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

  • Telemus Capital reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
  • Telemus Capital sold 7,500 Dominion Energy shares in Q4 2020, an estimated $611K.
  • Telemus Capital first reported a position in Dominion Energy in Q1 2020 and held it in 3 quarters.
  • Telemus Capital's Dominion Energy position peaked at $638K in Q1 2020.
  • 1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.