WealthOne’s Dominion Energy D Stock Holding History

WealthOne’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 Q1	–	Sell	-60	Closed	-$4K	–	169
2018 Q4	$4K	Buy	+60	New	+$4.38K	﹤0.01%	486

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's D Position: Q1 2019 in Review

WealthOne sold out of Dominion Energy (D) in Q1 2019, closing a stake of 60 shares — an estimated $4K sold.

WealthOne first reported a position in D in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 1,329 funds tracked by Wall St. Rank hold D as of Q1 2019.

WealthOne reported no remaining Dominion Energy position as of Q1 2019 after selling out during the quarter.
WealthOne sold 60 Dominion Energy shares in Q1 2019, an estimated $4K.
WealthOne first reported a position in Dominion Energy in Q4 2018 and held it in 1 quarter.
WealthOne's Dominion Energy position peaked at $4K in Q4 2018.
1,329 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.