WESPAC Advisors SoCal’s Dominion Energy D Stock Holding History

WESPAC Advisors SoCal’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	-200	Closed	-$15K	–	132
2019 Q1	$15K	Hold	200	–	–	0.01%	195
2018 Q4	$14K	Hold	200	–	–	0.01%	209
2018 Q3	$14K	Buy	+200	New	+$14.2K	0.01%	215
2017 Q4	–	Sell	-350	Closed	-$26K	–	258
2017 Q3	$26K	Hold	350	–	–	0.02%	149
2017 Q2	$26K	Buy	+350	New	+$27.5K	0.02%	139
2016 Q3	–	Sell	-125	Closed	-$9.74K	–	287
2016 Q2	$9.74K	Sell	125 -375	-75%	-$27.2K	0.01%	207
2016 Q1	$37.6K	Buy	+500	New	+$35.4K	0.03%	124

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

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

WESPAC Advisors SoCal's D Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Dominion Energy (D) in Q2 2019, closing a stake of 200 shares — an estimated $15K sold.

WESPAC Advisors SoCal first reported a position in D in Q1 2016 and held it in 7 quarters. The position peaked at $37.6K in Q1 2016. 1,317 funds tracked by Wall St. Rank hold D as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Dominion Energy position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 200 Dominion Energy shares in Q2 2019, an estimated $15K.
WESPAC Advisors SoCal first reported a position in Dominion Energy in Q1 2016 and held it in 7 quarters.
WESPAC Advisors SoCal's Dominion Energy position peaked at $37.6K in Q1 2016.
1,317 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.