WCF
D icon

West Coast Financial’s Dominion Energy D Stock Holding History

West Coast Financial’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
2016
Q3 		– Sell
-2,659
Closed -$207K – 135
2016
Q2 		$207K Buy
+2,659
New +$193K 0.07% 109

Other funds holding D

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Capital Research Global Investors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Coast Financial's D Position: Q3 2016 in Review

West Coast Financial sold out of Dominion Energy (D) in Q3 2016, closing a stake of 2,659 shares — an estimated $207K sold.

West Coast Financial first reported a position in D in Q2 2016 and held it in 1 quarter. The position peaked at $207K in Q2 2016. 973 funds tracked by Wall St. Rank hold D as of Q3 2016.

  • West Coast Financial reported no remaining Dominion Energy position as of Q3 2016 after selling out during the quarter.
  • West Coast Financial sold 2,659 Dominion Energy shares in Q3 2016, an estimated $207K.
  • West Coast Financial first reported a position in Dominion Energy in Q2 2016 and held it in 1 quarter.
  • West Coast Financial's Dominion Energy position peaked at $207K in Q2 2016.
  • 973 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2016.

Based on West Coast Financial's 13F filing for Q3 2016, filed 24 Oct 2016.