Wealthfront’s Dominion Energy D Stock Holding History

Wealthfront’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	$2.32M	Sell	32,963 -3,289	-9%	-$233K	0.02%	109
2018 Q2	$2.47M	Buy	36,252 +3,021	+9%	+$197K	0.03%	101
2018 Q1	$2.24M	Buy	33,231 +6,289	+23%	+$464K	0.02%	119
2017 Q4	$2.18M	Buy	26,942 +17,066	+173%	+$1.38M	0.02%	114
2017 Q3	$760K	Sell	9,876 -1,084	-10%	-$84.3K	0.01%	243
2017 Q2	$840K	Buy	10,960 +3,454	+46%	+$272K	0.01%	180
2017 Q1	$582K	Sell	7,506 -417	-5%	-$31.5K	0.01%	198
2016 Q4	$607K	Buy	7,923 +2,126	+37%	+$157K	0.01%	162
2016 Q3	$431K	Buy	5,797 +1,174	+25%	+$89.5K	0.01%	208
2016 Q2	$360K	Buy	4,623 +219	+5%	+$15.9K	0.01%	224
2016 Q1	$331K	Buy	+4,404	New	+$312K	0.01%	228
2015 Q4	–	Sell	-6,384	Closed	-$449K	–	449
2015 Q3	$449K	Buy	6,384 +3,368	+112%	+$237K	0.02%	146
2015 Q2	$202K	Buy	3,016 +627	+26%	+$44.1K	0.01%	262
2015 Q1	$169K	Sell	2,389 -547	-19%	-$40.6K	0.01%	278
2014 Q4	$226K	Buy	2,936 +1,273	+77%	+$92.1K	0.01%	183
2014 Q3	$115K	Sell	1,663 -210	-11%	-$14.5K	0.01%	263
2014 Q2	$129K	Buy	1,873 +701	+60%	+$49.2K	0.01%	171
2014 Q1	$83K	Buy	+1,172	New	+$80K	0.01%	166

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wealthfront's D Position: Q3 2018 in Review

Wealthfront reduced its Dominion Energy (D) stake by 9.1% in Q3 2018, selling an estimated $233K and leaving 32,963 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #109.

Wealthfront first reported a position in D in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.47M in Q2 2018. 1,170 funds tracked by Wall St. Rank hold D as of Q3 2018.

Wealthfront held 32,963 shares of Dominion Energy worth $2.32M as of Q3 2018.
Wealthfront sold 3,289 Dominion Energy shares in Q3 2018, an estimated $233K.
Dominion Energy made up 0.02% of Wealthfront's portfolio in Q3 2018, its #109 holding.
Wealthfront first reported a position in Dominion Energy in Q1 2014 and has held it in 18 quarters since.
Wealthfront's Dominion Energy position peaked at $2.47M in Q2 2018.
1,170 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.