WealthStone’s Dominion Energy D Stock Holding History

WealthStone’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 Q3	–	Sell	-84	Closed	-$6.49K	–	193
2019 Q2	$6.49K	Buy	+84	New	+$6.4K	﹤0.01%	310

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthStone's D Position: Q3 2019 in Review

WealthStone sold out of Dominion Energy (D) in Q3 2019, closing a stake of 84 shares — an estimated $6.49K sold.

WealthStone first reported a position in D in Q2 2019 and held it in 1 quarter. The position peaked at $6.49K in Q2 2019. 1,338 funds tracked by Wall St. Rank hold D as of Q3 2019.

WealthStone reported no remaining Dominion Energy position as of Q3 2019 after selling out during the quarter.
WealthStone sold 84 Dominion Energy shares in Q3 2019, an estimated $6.49K.
WealthStone first reported a position in Dominion Energy in Q2 2019 and held it in 1 quarter.
WealthStone's Dominion Energy position peaked at $6.49K in Q2 2019.
1,338 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.