WIL
D icon

Winifred I. Li’s Dominion Energy D Stock Holding History

Winifred I. Li’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
2014
Q4 		$123K Hold
1,600
– – 0.12% 166
2014
Q3 		$111K Hold
1,600
– – 0.11% 172
2014
Q2 		$114K Hold
1,600
– – 0.1% 176
2014
Q1 		$114K Hold
1,600
– – 0.1% 173
2013
Q4 		$104K Hold
1,600
– – 0.09% 181
2013
Q3 		$100K Hold
1,600
– – 0.09% 185
2013
Q2 		$91K Buy
+1,600
New +$93.7K 0.08% 190

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winifred I. Li's D Position: Q4 2014 in Review

Winifred I. Li held its Dominion Energy (D) position steady in Q4 2014 at 1,600 shares worth $123K. The position accounts for 0.12% of the portfolio, ranked #166.

Winifred I. Li first reported a position in D in Q2 2013 and has held it in 7 quarters since. 938 funds tracked by Wall St. Rank hold D as of Q4 2014.

  • Winifred I. Li held 1,600 shares of Dominion Energy worth $123K as of Q4 2014.
  • Winifred I. Li left its Dominion Energy share count unchanged in Q4 2014.
  • Dominion Energy made up 0.12% of Winifred I. Li's portfolio in Q4 2014, its #166 holding.
  • Winifred I. Li first reported a position in Dominion Energy in Q2 2013 and has held it in 7 quarters since.
  • 938 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.