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WFG Advisors’s Dominion Energy D Stock Holding History

WFG Advisors’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
2017
Q2 		$1.27M Buy
16,529
+2,021
+14% +$159K 0.29% 92
2017
Q1 		$1.13M Sell
14,508
-1,007
-6% -$76.2K 0.3% 79
2016
Q4 		$1.19M Buy
15,515
+3,909
+34% +$288K 0.29% 91
2016
Q3 		$862K Sell
11,606
-3,240
-22% -$247K 0.21% 114
2016
Q2 		$1.16M Buy
14,846
+10,514
+243% +$763K 0.31% 83
2016
Q1 		$325K Sell
4,332
-1,036
-19% -$73.3K 0.09% 215
2015
Q4 		$363K Sell
5,368
-663
-11% -$45.8K 0.11% 198
2015
Q3 		$424K Buy
6,031
+810
+16% +$56.9K 0.13% 171
2015
Q2 		$349K Sell
5,221
-4,064
-44% -$286K 0.1% 225
2015
Q1 		$658K Sell
9,285
-746
-7% -$55.3K 0.18% 128
2014
Q4 		$771K Sell
10,031
-163
-2% -$11.8K 0.16% 147
2014
Q3 		$704K Sell
10,194
-90
-0.9% -$6.21K 0.13% 186
2014
Q2 		$736K Sell
10,284
-145
-1% -$10.2K 0.14% 184
2014
Q1 		$740K Sell
10,429
-4,739
-31% -$324K 0.15% 175
2013
Q4 		$981K Buy
15,168
+1,270
+9% +$81.7K 0.14% 172
2013
Q3 		$868K Sell
13,898
-811
-6% -$48.1K 0.13% 181
2013
Q2 		$836K Buy
+14,709
New +$862K 0.14% 179

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WFG Advisors's D Position: Q2 2017 in Review

WFG Advisors increased its Dominion Energy (D) stake by 14% in Q2 2017, buying an estimated $159K and bringing the position to 16,529 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #92.

WFG Advisors first reported a position in D in Q2 2013 and has held it in 17 quarters since. 1,044 funds tracked by Wall St. Rank hold D as of Q2 2017.

  • WFG Advisors held 16,529 shares of Dominion Energy worth $1.27M as of Q2 2017.
  • WFG Advisors bought 2,021 Dominion Energy shares in Q2 2017, an estimated $159K.
  • Dominion Energy made up 0.29% of WFG Advisors's portfolio in Q2 2017, its #92 holding.
  • WFG Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 17 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.