WP
DCUD

WealthSource Partners’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

WealthSource Partners’s Portfolio DCUD Stock Details DCUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,050
Closed -$202K – 494
2019
Q1 		$202K Buy
+4,050
New +$197K 0.05% 335

Other funds holding DCUD

CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthSource Partners's DCUD Position: Q2 2019 in Review

WealthSource Partners sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q2 2019, closing a stake of 4,050 shares — an estimated $202K sold.

WealthSource Partners first reported a position in DCUD in Q1 2019 and held it in 1 quarter. The position peaked at $202K in Q1 2019. 62 funds tracked by Wall St. Rank hold DCUD as of Q2 2019.

  • WealthSource Partners reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 4,050 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q2 2019, an estimated $202K.
  • WealthSource Partners first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q1 2019 and held it in 1 quarter.
  • WealthSource Partners's Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $202K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.