TrustCore Financial Services’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

TrustCore Financial Services’s Portfolio DCUD Stock Details DCUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,556	Closed	-$78K	–	1010
2019 Q2	$78K	Hold	1,556	–	–	0.02%	295
2019 Q1	$78K	Buy	1,556 +1,500	+2,679%	+$73K	0.02%	247
2018 Q4	$3K	Buy	+56	New	+$2.71K	﹤0.01%	382

Other funds holding DCUD

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

TrustCore Financial Services's DCUD Position: Q3 2019 in Review

TrustCore Financial Services sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q3 2019, closing a stake of 1,556 shares — an estimated $78K sold.

TrustCore Financial Services first reported a position in DCUD in Q4 2018 and held it in 3 quarters. The position peaked at $78K in Q2 2019. 3 funds tracked by Wall St. Rank hold DCUD as of Q3 2019.

TrustCore Financial Services reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q3 2019 after selling out during the quarter.
TrustCore Financial Services sold 1,556 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q3 2019, an estimated $78K.
TrustCore Financial Services first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q4 2018 and held it in 3 quarters.
TrustCore Financial Services's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $78K in Q2 2019.
3 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q3 2019.

Based on TrustCore Financial Services's 13F filing for Q3 2019, filed 30 Oct 2019.