UC
D icon

Unio Capital’s Dominion Energy D Stock Holding History

Unio 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
2018
Q3 		– Sell
-3,175
Closed -$216K – 75
2018
Q2 		$216K Sell
3,175
-500
-14% -$32.6K 0.16% 71
2018
Q1 		$248K Buy
3,675
+100
+3% +$7.38K 0.21% 64
2017
Q4 		$290K Buy
+3,575
New +$290K 0.24% 69

Other funds holding D

Vanguard Group
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Unio Capital's D Position: Q3 2018 in Review

Unio Capital sold out of Dominion Energy (D) in Q3 2018, closing a stake of 3,175 shares — an estimated $216K sold.

Unio Capital first reported a position in D in Q4 2017 and held it in 3 quarters. The position peaked at $290K in Q4 2017. 1,169 funds tracked by Wall St. Rank hold D as of Q3 2018.

  • Unio Capital reported no remaining Dominion Energy position as of Q3 2018 after selling out during the quarter.
  • Unio Capital sold 3,175 Dominion Energy shares in Q3 2018, an estimated $216K.
  • Unio Capital first reported a position in Dominion Energy in Q4 2017 and held it in 3 quarters.
  • Unio Capital's Dominion Energy position peaked at $290K in Q4 2017.
  • 1,169 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Unio Capital's 13F filing for Q3 2018, filed 14 Nov 2018.