Whitney & Co’s Dominion Energy D Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-150	Closed	-$11K	–	185
2018 Q3	$11K	Sell	150 -200	-57%	-$14.2K	﹤0.01%	310
2018 Q2	$24K	Hold	350	–	–	0.01%	199
2018 Q1	$24K	Buy	+350	New	+$25.8K	0.01%	203

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitney & Co's D Position: Q4 2018 in Review

Whitney & Co sold out of Dominion Energy (D) in Q4 2018, closing a stake of 150 shares — an estimated $11K sold.

Whitney & Co first reported a position in D in Q1 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 1,256 funds tracked by Wall St. Rank hold D as of Q4 2018.

Whitney & Co reported no remaining Dominion Energy position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 150 Dominion Energy shares in Q4 2018, an estimated $11K.
Whitney & Co first reported a position in Dominion Energy in Q1 2018 and held it in 3 quarters.
Whitney & Co's Dominion Energy position peaked at $24K in Q2 2018.
1,256 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.