TSBJ
D icon

Trevor, Stewart, Burton & Jacobsen’s Dominion Energy D Stock Holding History

Trevor, Stewart, Burton & Jacobsen’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
2014
Q1 		– Sell
-5,200
Closed -$336K – 55
2013
Q4 		$336K Hold
5,200
– – 0.15% 52
2013
Q3 		$325K Hold
5,200
– – 0.17% 50
2013
Q2 		$295K Buy
+5,200
New +$305K 0.16% 49

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Trevor, Stewart, Burton & Jacobsen's D Position: Q1 2014 in Review

Trevor, Stewart, Burton & Jacobsen sold out of Dominion Energy (D) in Q1 2014, closing a stake of 5,200 shares — an estimated $336K sold.

Trevor, Stewart, Burton & Jacobsen first reported a position in D in Q2 2013 and held it in 3 quarters. The position peaked at $336K in Q4 2013. 886 funds tracked by Wall St. Rank hold D as of Q1 2014.

  • Trevor, Stewart, Burton & Jacobsen reported no remaining Dominion Energy position as of Q1 2014 after selling out during the quarter.
  • Trevor, Stewart, Burton & Jacobsen sold 5,200 Dominion Energy shares in Q1 2014, an estimated $336K.
  • Trevor, Stewart, Burton & Jacobsen first reported a position in Dominion Energy in Q2 2013 and held it in 3 quarters.
  • Trevor, Stewart, Burton & Jacobsen's Dominion Energy position peaked at $336K in Q4 2013.
  • 886 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2014.

Based on Trevor, Stewart, Burton & Jacobsen's 13F filing for Q1 2014, filed 13 May 2014.