UWPG
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Ullmann Wealth Partners Group’s Dominion Energy D Stock Holding History

Ullmann Wealth Partners Group’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
Q3 		– Sell
-476
Closed -$36K – 68
2017
Q2 		$36K Sell
476
-24
-5% -$1.89K 0.03% 98
2017
Q1 		$38K Buy
+500
New +$37.8K 0.03% 88

Other funds holding D

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ullmann Wealth Partners Group's D Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Dominion Energy (D) in Q3 2017, closing a stake of 476 shares — an estimated $36K sold.

Ullmann Wealth Partners Group first reported a position in D in Q1 2017 and held it in 2 quarters. The position peaked at $38K in Q1 2017. 1,037 funds tracked by Wall St. Rank hold D as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Dominion Energy position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 476 Dominion Energy shares in Q3 2017, an estimated $36K.
  • Ullmann Wealth Partners Group first reported a position in Dominion Energy in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Dominion Energy position peaked at $38K in Q1 2017.
  • 1,037 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.