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WealthBridge Capital Management’s Dominion Energy D Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-857
Closed -$63K – 278
2019
Q1 		$63K Buy
857
+492
+135% +$35.9K 0.04% 252
2018
Q4 		$26K Buy
+365
New +$26.7K 0.02% 356

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthBridge Capital Management's D Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Dominion Energy (D) in Q2 2019, closing a stake of 857 shares — an estimated $63K sold.

WealthBridge Capital Management first reported a position in D in Q4 2018 and held it in 2 quarters. The position peaked at $63K in Q1 2019. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 857 Dominion Energy shares in Q2 2019, an estimated $63K.
  • WealthBridge Capital Management first reported a position in Dominion Energy in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Dominion Energy position peaked at $63K in Q1 2019.
  • 1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.