WA
DCUC

WFG Advisors’s Dominion Energy, Inc. DCUC Stock Holding History

WFG Advisors’s Portfolio DCUC Stock Details DCUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$25K Hold
525
– – 0.01% 892
2017
Q1 		$26K Buy
525
+275
+110% +$13.9K 0.01% 829
2016
Q4 		$13K Hold
250
– – ﹤0.01% 1053
2016
Q3 		$12K Hold
250
– – ﹤0.01% 1088
2016
Q2 		$13K Hold
250
– – ﹤0.01% 1033
2016
Q1 		$13K Buy
+250
New +$12.3K ﹤0.01% 1001

Other funds holding DCUC

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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WFG Advisors's DCUC Position: Q2 2017 in Review

WFG Advisors held its Dominion Energy, Inc. (DCUC) position steady in Q2 2017 at 525 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #892.

WFG Advisors first reported a position in DCUC in Q1 2016 and has held it in 6 quarters since. The position peaked at $26K in Q1 2017. 38 funds tracked by Wall St. Rank hold DCUC as of Q2 2017.

  • WFG Advisors held 525 shares of Dominion Energy, Inc. worth $25K as of Q2 2017.
  • WFG Advisors left its Dominion Energy, Inc. share count unchanged in Q2 2017.
  • Dominion Energy, Inc. made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #892 holding.
  • WFG Advisors first reported a position in Dominion Energy, Inc. in Q1 2016 and has held it in 6 quarters since.
  • WFG Advisors's Dominion Energy, Inc. position peaked at $26K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Dominion Energy, Inc. as of Q2 2017.

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